Bank of Montreal’s SelectQuote SLQT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
100,000
-27,439
-22% -$65.3K ﹤0.01% 2424
2025
Q1
$426K Sell
127,439
-75,236
-37% -$251K ﹤0.01% 2055
2024
Q4
$754K Buy
202,675
+2,674
+1% +$9.95K ﹤0.01% 1764
2024
Q3
$384K Hold
200,001
﹤0.01% 2304
2024
Q2
$545K Buy
+200,001
New +$545K ﹤0.01% 2096
2022
Q4
Sell
-11,434
Closed -$10 3649
2022
Q3
$10 Sell
11,434
-5,395
-32% -$5 ﹤0.01% 3357
2022
Q2
$53 Sell
16,829
-15,605
-48% -$49 ﹤0.01% 3156
2022
Q1
$99K Sell
32,434
-4,780
-13% -$14.6K ﹤0.01% 3160
2021
Q4
$346K Sell
37,214
-7,828
-17% -$72.8K ﹤0.01% 2578
2021
Q3
$592K Buy
45,042
+31,438
+231% +$413K ﹤0.01% 2606
2021
Q2
$274K Buy
13,604
+9,792
+257% +$197K ﹤0.01% 2967
2021
Q1
$114K Sell
3,812
-1,010
-21% -$30.2K ﹤0.01% 2962
2020
Q4
$109K Buy
4,822
+3,348
+227% +$75.7K ﹤0.01% 3086
2020
Q3
$28K Buy
+1,474
New +$28K ﹤0.01% 3276
2020
Q2
Hold
0
4363