Bank of Montreal’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
16,829
-143,795
| -90% | -$5.85M | ﹤0.01% | 1840 |
|
|
2025
Q1 | $6.58M | Buy |
160,624
+45,953
| +40% | +$1.88M | ﹤0.01% | 969 |
|
|
2024
Q4 | $6.61M | Sell |
114,671
-46,908
| -29% | -$2.7M | ﹤0.01% | 999 |
|
|
2024
Q3 | $13.7M | Buy |
161,579
+6,720
| +4% | +$571K | 0.01% | 853 |
|
|
2024
Q2 | $12.5M | Buy |
154,859
+2,158
| +1% | +$174K | ﹤0.01% | 855 |
|
|
2024
Q1 | $15.3M | Buy |
152,701
+32,953
| +28% | +$3.31M | ﹤0.01% | 765 |
|
|
2023
Q4 | $11.5M | Buy |
119,748
+2,665
| +2% | +$256K | ﹤0.01% | 850 |
|
|
2023
Q3 | $12.5M | Buy |
117,083
+974
| +0.8% | +$104K | ﹤0.01% | 798 |
|
|
2023
Q2 | $14.1M | Sell |
116,109
-290
| -0.2% | -$35.2K | ﹤0.01% | 779 |
|
|
2023
Q1 | $12.9M | Sell |
116,399
-1,711
| -1% | -$189K | 0.01% | 775 |
|
|
2022
Q4 | $12M | Sell |
118,110
-6,173
| -5% | -$626K | 0.01% | 790 |
|
|
2022
Q3 | $13.4K | Sell |
124,283
-6,184
| -5% | -$669 | 0.01% | 728 |
|
|
2022
Q2 | $14.1K | Sell |
130,467
-18,692
| -13% | -$2.02K | 0.01% | 767 |
|
|
2022
Q1 | $16.7M | Buy |
149,159
+8,576
| +6% | +$963K | 0.01% | 753 |
|
|
2021
Q4 | $15.5M | Sell |
140,583
-30,818
| -18% | -$3.4M | 0.01% | 808 |
|
|
2021
Q3 | $21.3M | Sell |
171,401
-244,862
| -59% | -$30.4M | 0.01% | 820 |
|
|
2021
Q2 | $56.7M | Buy |
416,263
+107,179
| +35% | +$14.6M | 0.03% | 452 |
|
|
2021
Q1 | $42.6M | Sell |
309,084
-63,225
| -17% | -$8.71M | 0.03% | 413 |
|
|
2020
Q4 | $39.7M | Sell |
372,309
-153,007
| -29% | -$16.3M | 0.03% | 449 |
|
|
2020
Q3 | $53.3M | Sell |
525,316
-30,467
| -5% | -$3.09M | 0.04% | 312 |
|
|
2020
Q2 | $51.2M | Buy |
555,783
+263,887
| +90% | +$24.3M | 0.05% | 298 |
|
|
2020
Q1 | $13.1M | Buy |
291,896
+109,348
| +60% | +$4.89M | 0.02% | 580 |
|
|
2019
Q4 | $18.6M | Buy |
182,548
+170,305
| +1,391% | +$17.3M | 0.01% | 644 |
|
|
2019
Q3 | $1.08M | Buy |
12,243
+1,474
| +14% | +$130K | ﹤0.01% | 1703 |
|
|
2019
Q2 | $983K | Sell |
10,769
-6,268
| -37% | -$572K | ﹤0.01% | 1752 |
|
|
2019
Q1 | $1.44M | Sell |
17,037
-1,305
| -7% | -$110K | ﹤0.01% | 1607 |
|
|
2018
Q4 | $1.41M | Buy |
18,342
+1,118
| +6% | +$85.8K | ﹤0.01% | 1555 |
|
|
2018
Q3 | $1.74M | Sell |
17,224
-3,490
| -17% | -$352K | ﹤0.01% | 1586 |
|
|
2018
Q2 | $2.53M | Sell |
20,714
-2,555
| -11% | -$312K | ﹤0.01% | 1397 |
|
|
2018
Q1 | $2.66M | Buy |
23,269
+1,202
| +5% | +$138K | ﹤0.01% | 1348 |
|
|
2017
Q4 | $2.74M | Sell |
22,067
-4,525
| -17% | -$561K | ﹤0.01% | 1330 |
|
|
2017
Q3 | $2.78M | Buy |
26,592
+7,106
| +36% | +$743K | ﹤0.01% | 1371 |
|
|
2017
Q2 | $1.8M | Sell |
19,486
-2,804
| -13% | -$259K | ﹤0.01% | 1555 |
|
|
2017
Q1 | $1.87M | Buy |
22,290
+154
| +0.7% | +$12.9K | ﹤0.01% | 1462 |
|
|
2016
Q4 | $1.92M | Sell |
22,136
-1,966
| -8% | -$171K | ﹤0.01% | 1449 |
|
|
2016
Q3 | $1.87M | Buy |
24,102
+9,045
| +60% | +$701K | ﹤0.01% | 1424 |
|
|
2016
Q2 | $1.23M | Sell |
15,057
-38
| -0.3% | -$3.11K | ﹤0.01% | 1603 |
|
|
2016
Q1 | $1.49M | Buy |
15,095
+3,314
| +28% | +$326K | ﹤0.01% | 1478 |
|
|
2015
Q4 | $1.01M | Buy |
11,781
+8,608
| +271% | +$740K | ﹤0.01% | 1599 |
|
|
2015
Q3 | $380K | Sell |
3,173
-848
| -21% | -$102K | ﹤0.01% | 1789 |
|
|
2015
Q2 | $595K | Sell |
4,021
-694
| -15% | -$103K | ﹤0.01% | 1715 |
|
|
2015
Q1 | $665K | Sell |
4,715
-2,966
| -39% | -$418K | ﹤0.01% | 1646 |
|
|
2014
Q4 | $1.16M | Buy |
7,681
+3,898
| +103% | +$590K | ﹤0.01% | 1397 |
|
|
2014
Q3 | $566K | Sell |
3,783
-577
| -13% | -$86.3K | ﹤0.01% | 1661 |
|
|
2014
Q2 | $568K | Buy |
4,360
+777
| +22% | +$101K | ﹤0.01% | 1677 |
|
|
2014
Q1 | $501K | Sell |
3,583
-20,136
| -85% | -$2.82M | ﹤0.01% | 1625 |
|
|
2013
Q4 | $3.46M | Buy |
23,719
+1,410
| +6% | +$205K | ﹤0.01% | 868 |
|
|
2013
Q3 | $2.88M | Buy |
22,309
+18,791
| +534% | +$2.43M | ﹤0.01% | 866 |
|
|
2013
Q2 | $334K | Buy |
+3,518
| New | +$334K | ﹤0.01% | 1619 |
|