Allworth Financial’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 | $224K | Buy |
2,027
+290
| +17% | +$32.1K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $166K | Buy |
1,737
+30
| +2% | +$2.86K | ﹤0.01% | 1009 |
|
|
2024
Q4 | $171K | Buy |
1,707
+369
| +28% | +$36.9K | ﹤0.01% | 998 |
|
|
2024
Q3 | $121K | Sell |
1,338
-4
| -0.3% | -$361 | ﹤0.01% | 1001 |
|
|
2024
Q2 | $117K | Buy |
1,342
+13
| +1% | +$1.13K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $130K | Buy |
1,329
+8
| +0.6% | +$781 | ﹤0.01% | 929 |
|
|
2023
Q4 | $131K | Buy |
1,321
+11
| +0.8% | +$1.09K | ﹤0.01% | 852 |
|
|
2023
Q3 | $111K | Buy |
1,310
+10
| +0.8% | +$844 | ﹤0.01% | 846 |
|
|
2023
Q2 | $117K | Sell |
1,300
-77
| -6% | -$6.95K | ﹤0.01% | 839 |
|
|
2023
Q1 | $123K | Buy |
1,377
+16
| +1% | +$1.43K | ﹤0.01% | 789 |
|
|
2022
Q4 | $123K | Buy |
1,361
+61
| +5% | +$5.53K | ﹤0.01% | 758 |
|
|
2022
Q3 | $114K | Sell |
1,300
-86
| -6% | -$7.54K | ﹤0.01% | 731 |
|
|
2022
Q2 | $133K | Buy |
1,386
+86
| +7% | +$8.25K | ﹤0.01% | 645 |
|
|
2022
Q1 | $153K | Hold |
1,300
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $140K | Hold |
1,300
| – | – | ﹤0.01% | 603 |
|
|
2021
Q3 | $130K | Hold |
1,300
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $133K | Hold |
1,300
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $116K | Hold |
1,300
| – | – | ﹤0.01% | 431 |
|
|
2020
Q4 | $99K | Hold |
1,300
| – | – | ﹤0.01% | 368 |
|
|
2020
Q3 | $76K | Hold |
1,300
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $69K | Hold |
1,300
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $65K | Hold |
1,300
| – | – | ﹤0.01% | 363 |
|
|
2019
Q4 | $101K | Buy |
+1,300
| New | +$101K | ﹤0.01% | 279 |
|