AGF Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.1M | Sell |
606,948
-27,857
| -4% | -$3.54M | 0.35% | 92 |
|
|
2025
Q1 | $71.1M | Sell |
634,805
-345,968
| -35% | -$38.7M | 0.38% | 82 |
|
|
2024
Q4 | $106M | Sell |
980,773
-614,936
| -39% | -$66.4M | 0.53% | 57 |
|
|
2024
Q3 | $152M | Sell |
1,595,709
-203,578
| -11% | -$19.4M | 0.77% | 33 |
|
|
2024
Q2 | $159M | Buy |
1,799,287
+34,667
| +2% | +$3.06M | 0.88% | 26 |
|
|
2024
Q1 | $162M | Buy |
1,764,620
+51,093
| +3% | +$4.68M | 0.9% | 26 |
|
|
2023
Q4 | $179M | Buy |
1,713,527
+410,428
| +31% | +$42.8M | 1.05% | 21 |
|
|
2023
Q3 | $110M | Buy |
+1,303,099
| New | +$110M | 0.78% | 33 |
|
|
2023
Q2 | – | Sell |
-2,088,905
| Closed | -$186M | – | 690 |
|
|
2023
Q1 | $186M | Buy |
2,088,905
+131,567
| +7% | +$11.7M | 1.28% | 12 |
|
|
2022
Q4 | $177M | Buy |
+1,957,338
| New | +$177M | 1.29% | 14 |
|