Aviva’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 | $60.3M | Buy |
544,477
+34,065
| +7% | +$3.77M | 0.12% | 165 |
|
|
2025
Q1 | $48.8M | Buy |
510,412
+71,333
| +16% | +$6.82M | 0.12% | 197 |
|
|
2024
Q4 | $42.5M | Buy |
439,079
+95,848
| +28% | +$9.29M | 0.11% | 198 |
|
|
2024
Q3 | $31M | Buy |
343,231
+7,775
| +2% | +$702K | 0.08% | 283 |
|
|
2024
Q2 | $28.1M | Buy |
335,456
+46,869
| +16% | +$3.93M | 0.08% | 286 |
|
|
2024
Q1 | $28.2M | Buy |
288,587
+1,319
| +0.5% | +$129K | 0.09% | 261 |
|
|
2023
Q4 | $28.5M | Sell |
287,268
-72,959
| -20% | -$7.24M | 0.1% | 240 |
|
|
2023
Q3 | $30.5M | Sell |
360,227
-23,705
| -6% | -$2.01M | 0.13% | 184 |
|
|
2023
Q2 | $34.7M | Sell |
383,932
-1,132
| -0.3% | -$102K | 0.14% | 162 |
|
|
2023
Q1 | $34.3M | Buy |
385,064
+13,496
| +4% | +$1.2M | 0.16% | 167 |
|
|
2022
Q4 | $33.7M | Buy |
371,568
+35,532
| +11% | +$3.22M | 0.17% | 147 |
|
|
2022
Q3 | $29.6M | Buy |
336,036
+267
| +0.1% | +$23.5K | 0.17% | 135 |
|
|
2022
Q2 | $32.3M | Buy |
335,769
+76,575
| +30% | +$7.36M | 0.17% | 126 |
|
|
2022
Q1 | $30.5M | Buy |
259,194
+48,086
| +23% | +$5.67M | 0.15% | 141 |
|
|
2021
Q4 | $22.7M | Buy |
211,108
+12,979
| +7% | +$1.4M | 0.1% | 203 |
|
|
2021
Q3 | $19.7M | Sell |
198,129
-23,459
| -11% | -$2.33M | 0.09% | 228 |
|
|
2021
Q2 | $22.7M | Buy |
221,588
+8,045
| +4% | +$825K | 0.1% | 212 |
|
|
2021
Q1 | $19M | Sell |
213,543
-297
| -0.1% | -$26.4K | 0.09% | 204 |
|
|
2020
Q4 | $16.2M | Buy |
213,840
+6,939
| +3% | +$527K | 0.08% | 223 |
|
|
2020
Q3 | $12.1M | Sell |
206,901
-5,942
| -3% | -$346K | 0.07% | 238 |
|
|
2020
Q2 | $11.3M | Sell |
212,843
-11,701
| -5% | -$620K | 0.07% | 247 |
|
|
2020
Q1 | $11.3M | Sell |
224,544
-455
| -0.2% | -$22.8K | 0.08% | 204 |
|
|
2019
Q4 | $17.4M | Sell |
224,999
-600
| -0.3% | -$46.4K | 0.11% | 172 |
|
|
2019
Q3 | $16.6M | Sell |
225,599
-10,692
| -5% | -$788K | 0.11% | 167 |
|
|
2019
Q2 | $17.9M | Sell |
236,291
-254,465
| -52% | -$19.2M | 0.12% | 165 |
|
|
2019
Q1 | $36.6M | Sell |
490,756
-19,240
| -4% | -$1.44M | 0.25% | 96 |
|
|
2018
Q4 | $33.4M | Buy |
509,996
+195,728
| +62% | +$12.8M | 0.25% | 100 |
|
|
2018
Q3 | $25.8M | Sell |
314,268
-13,105
| -4% | -$1.08M | 0.14% | 160 |
|
|
2018
Q2 | $25.2M | Sell |
327,373
-4,625
| -1% | -$356K | 0.15% | 153 |
|
|
2018
Q1 | $25M | Sell |
331,998
-28,942
| -8% | -$2.18M | 0.15% | 149 |
|
|
2017
Q4 | $28.9M | Sell |
360,940
-50,930
| -12% | -$4.08M | 0.16% | 143 |
|
|
2017
Q3 | $31.2M | Buy |
411,870
+3,500
| +0.9% | +$265K | 0.17% | 143 |
|
|
2017
Q2 | $30M | Buy |
408,370
+9,600
| +2% | +$704K | 0.17% | 146 |
|
|
2017
Q1 | $29.7M | Sell |
398,770
-22,515
| -5% | -$1.68M | 0.17% | 137 |
|
|
2016
Q4 | $30.2M | Sell |
421,285
-9,526
| -2% | -$683K | 0.18% | 130 |
|
|
2016
Q3 | $21.5M | Buy |
430,811
+44,056
| +11% | +$2.2M | 0.13% | 172 |
|
|
2016
Q2 | $24.4M | Buy |
386,755
+17,307
| +5% | +$1.09M | 0.17% | 138 |
|
|
2016
Q1 | $22.5M | Buy |
369,448
+8,557
| +2% | +$520K | 0.17% | 134 |
|
|
2015
Q4 | $20.3M | Buy |
360,891
+39,668
| +12% | +$2.23M | 0.15% | 149 |
|
|
2015
Q3 | $17.4M | Sell |
321,223
-16,082
| -5% | -$873K | 0.14% | 166 |
|
|
2015
Q2 | $20.1M | Sell |
337,305
-12,160
| -3% | -$724K | 0.14% | 172 |
|
|
2015
Q1 | $20.9M | Buy |
349,465
+80,672
| +30% | +$4.82M | 0.14% | 158 |
|
|
2014
Q4 | $19M | Sell |
268,793
-516
| -0.2% | -$36.6K | 0.15% | 157 |
|
|
2014
Q3 | $19.9M | Buy |
269,309
+1,420
| +0.5% | +$105K | 0.16% | 153 |
|
|
2014
Q2 | $19.7M | Sell |
267,889
-2,010
| -0.7% | -$148K | 0.15% | 166 |
|
|
2014
Q1 | $18M | Buy |
269,899
+12,571
| +5% | +$840K | 0.15% | 172 |
|
|
2013
Q4 | $17M | Buy |
257,328
+11,222
| +5% | +$743K | 0.14% | 178 |
|
|
2013
Q3 | $16.4M | Buy |
246,106
+52,423
| +27% | +$3.5M | 0.14% | 179 |
|
|
2013
Q2 | $11.3M | Buy |
+193,683
| New | +$11.3M | 0.11% | 219 |
|