Bank of Montreal’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Buy |
65,155
+1,741
| +3% | +$181K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $5.98M | Buy |
63,414
+4,989
| +9% | +$470K | ﹤0.01% | 993 |
|
|
2024
Q4 | $6.2M | Buy |
58,425
+3,562
| +6% | +$378K | ﹤0.01% | 1015 |
|
|
2024
Q3 | $5.14M | Buy |
54,863
+3,112
| +6% | +$291K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $4.36M | Buy |
51,751
+2,423
| +5% | +$204K | ﹤0.01% | 1190 |
|
|
2024
Q1 | $3.86M | Buy |
49,328
+800
| +2% | +$62.7K | ﹤0.01% | 1184 |
|
|
2023
Q4 | $3.4M | Sell |
48,528
-12,451
| -20% | -$872K | ﹤0.01% | 1213 |
|
|
2023
Q3 | $4.04M | Sell |
60,979
-289,000
| -83% | -$19.2M | ﹤0.01% | 1166 |
|
|
2023
Q2 | $21M | Buy |
349,979
+307,531
| +724% | +$18.5M | 0.01% | 660 |
|
|
2023
Q1 | $2.86M | Buy |
42,448
+1,542
| +4% | +$104K | ﹤0.01% | 1354 |
|
|
2022
Q4 | $2.49M | Buy |
40,906
+2,490
| +6% | +$151K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $2.27K | Sell |
38,416
-701
| -2% | -$41 | ﹤0.01% | 1471 |
|
|
2022
Q2 | $2.31K | Sell |
39,117
-42,516
| -52% | -$2.51K | ﹤0.01% | 1527 |
|
|
2022
Q1 | $5.81M | Buy |
81,633
+44,219
| +118% | +$3.15M | ﹤0.01% | 1157 |
|
|
2021
Q4 | $2.68M | Sell |
37,414
-248,427
| -87% | -$17.8M | ﹤0.01% | 1418 |
|
|
2021
Q3 | $19.9M | Sell |
285,841
-67,199
| -19% | -$4.67M | 0.01% | 849 |
|
|
2021
Q2 | $22.8M | Buy |
353,040
+13,536
| +4% | +$875K | 0.01% | 788 |
|
|
2021
Q1 | $22.7M | Sell |
339,504
-17,306
| -5% | -$1.16M | 0.01% | 591 |
|
|
2020
Q4 | $18.8M | Sell |
356,810
-3,676
| -1% | -$193K | 0.01% | 660 |
|
|
2020
Q3 | $13M | Buy |
360,486
+12,720
| +4% | +$458K | 0.01% | 676 |
|
|
2020
Q2 | $10.5M | Buy |
347,766
+42,727
| +14% | +$1.29M | 0.01% | 737 |
|
|
2020
Q1 | $7.87M | Buy |
305,039
+34,575
| +13% | +$892K | 0.01% | 734 |
|
|
2019
Q4 | $10.9M | Buy |
270,464
+87,593
| +48% | +$3.54M | 0.01% | 815 |
|
|
2019
Q3 | $7M | Buy |
182,871
+61,143
| +50% | +$2.34M | 0.01% | 902 |
|
|
2019
Q2 | $4.79M | Buy |
121,728
+56,437
| +86% | +$2.22M | ﹤0.01% | 1064 |
|
|
2019
Q1 | $2.3M | Buy |
65,291
+53,511
| +454% | +$1.88M | ﹤0.01% | 1398 |
|
|
2018
Q4 | $325K | Sell |
11,780
-40,258
| -77% | -$1.11M | ﹤0.01% | 2101 |
|
|
2018
Q3 | $1.78M | Sell |
52,038
-37,830
| -42% | -$1.29M | ﹤0.01% | 1574 |
|
|
2018
Q2 | $3.13M | Buy |
89,868
+39,898
| +80% | +$1.39M | ﹤0.01% | 1289 |
|
|
2018
Q1 | $1.97M | Buy |
49,970
+7,931
| +19% | +$313K | ﹤0.01% | 1465 |
|
|
2017
Q4 | $1.67M | Buy |
42,039
+3,612
| +9% | +$143K | ﹤0.01% | 1536 |
|
|
2017
Q3 | $1.37M | Sell |
38,427
-49,425
| -56% | -$1.76M | ﹤0.01% | 1695 |
|
|
2017
Q2 | $2.69M | Sell |
87,852
-21,507
| -20% | -$659K | ﹤0.01% | 1371 |
|
|
2017
Q1 | $3.66M | Buy |
109,359
+31,635
| +41% | +$1.06M | ﹤0.01% | 1145 |
|
|
2016
Q4 | $2.58M | Buy |
77,724
+71,976
| +1,252% | +$2.39M | ﹤0.01% | 1289 |
|
|
2016
Q3 | $147K | Sell |
5,748
-2,276
| -28% | -$58.2K | ﹤0.01% | 2353 |
|
|
2016
Q2 | $168K | Sell |
8,024
-10,140
| -56% | -$212K | ﹤0.01% | 2335 |
|
|
2016
Q1 | $358K | Buy |
18,164
+13,112
| +260% | +$258K | ﹤0.01% | 2001 |
|
|
2015
Q4 | $142K | Buy |
5,052
+3,738
| +284% | +$105K | ﹤0.01% | 2437 |
|
|
2015
Q3 | $37K | Hold |
1,314
| – | – | ﹤0.01% | 2804 |
|
|
2015
Q2 | $51K | Buy |
1,314
+211
| +19% | +$8.19K | ﹤0.01% | 2790 |
|
|
2015
Q1 | $41K | Sell |
1,103
-441
| -29% | -$16.4K | ﹤0.01% | 2790 |
|
|
2014
Q4 | $52K | Hold |
1,544
| – | – | ﹤0.01% | 2678 |
|
|
2014
Q3 | $48K | Sell |
1,544
-2,266
| -59% | -$70.4K | ﹤0.01% | 2723 |
|
|
2014
Q2 | $120K | Buy |
3,810
+2,415
| +173% | +$76.1K | ﹤0.01% | 2347 |
|
|
2014
Q1 | $46K | Sell |
1,395
-15
| -1% | -$495 | ﹤0.01% | 2652 |
|
|
2013
Q4 | $45K | Hold |
1,410
| – | – | ﹤0.01% | 2586 |
|
|
2013
Q3 | $39K | Buy |
1,410
+742
| +111% | +$20.5K | ﹤0.01% | 2548 |
|
|
2013
Q2 | $16K | Buy |
+668
| New | +$16K | ﹤0.01% | 2755 |
|