Cambridge Investment Research Advisors’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 | $1.18M | Buy |
10,624
+280
| +3% | +$31K | ﹤0.01% | 1825 |
|
|
2025
Q1 | $988K | Sell |
10,344
-511
| -5% | -$48.8K | ﹤0.01% | 1872 |
|
|
2024
Q4 | $1.05M | Sell |
10,855
-896
| -8% | -$86.9K | ﹤0.01% | 1829 |
|
|
2024
Q3 | $1.06M | Buy |
11,751
+229
| +2% | +$20.7K | ﹤0.01% | 1820 |
|
|
2024
Q2 | $966K | Buy |
11,522
+781
| +7% | +$65.5K | ﹤0.01% | 1801 |
|
|
2024
Q1 | $1.05M | Sell |
10,741
-2,327
| -18% | -$227K | ﹤0.01% | 1700 |
|
|
2023
Q4 | $1.29M | Sell |
13,068
-238
| -2% | -$23.5K | 0.01% | 1482 |
|
|
2023
Q3 | $1.12M | Buy |
13,306
+704
| +6% | +$59.4K | 0.01% | 1493 |
|
|
2023
Q2 | $1.14M | Buy |
12,602
+236
| +2% | +$21.3K | 0.01% | 1517 |
|
|
2023
Q1 | $1.1M | Buy |
12,366
+3,650
| +42% | +$325K | 0.01% | 1512 |
|
|
2022
Q4 | $790K | Sell |
8,716
-477
| -5% | -$43.2K | ﹤0.01% | 1670 |
|
|
2022
Q3 | $806K | Buy |
9,193
+511
| +6% | +$44.8K | ﹤0.01% | 1620 |
|
|
2022
Q2 | $835K | Buy |
8,682
+1,250
| +17% | +$120K | ﹤0.01% | 1594 |
|
|
2022
Q1 | $877K | Buy |
7,432
+219
| +3% | +$25.8K | ﹤0.01% | 1669 |
|
|
2021
Q4 | $777K | Sell |
7,213
-473
| -6% | -$51K | ﹤0.01% | 1755 |
|
|
2021
Q3 | $766K | Sell |
7,686
-342
| -4% | -$34.1K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $823K | Buy |
+8,028
| New | +$823K | ﹤0.01% | 1685 |
|
|
2021
Q1 | – | Sell |
-8,591
| Closed | -$653K | – | 2880 |
|
|
2020
Q4 | $653K | Sell |
8,591
-206
| -2% | -$15.7K | ﹤0.01% | 1588 |
|
|
2020
Q3 | $514K | Sell |
8,797
-6,046
| -41% | -$353K | ﹤0.01% | 1581 |
|
|
2020
Q2 | $787K | Sell |
14,843
-556
| -4% | -$29.5K | 0.01% | 1272 |
|
|
2020
Q1 | $774K | Sell |
15,399
-532
| -3% | -$26.7K | 0.01% | 1115 |
|
|
2019
Q4 | $1.24M | Sell |
15,931
-1,508
| -9% | -$117K | 0.01% | 1035 |
|
|
2019
Q3 | $1.29M | Sell |
17,439
-656
| -4% | -$48.4K | 0.01% | 945 |
|
|
2019
Q2 | $1.37M | Buy |
18,095
+1,538
| +9% | +$116K | 0.01% | 886 |
|
|
2019
Q1 | $1.24M | Buy |
16,557
+519
| +3% | +$38.8K | 0.01% | 927 |
|
|
2018
Q4 | $1.05M | Buy |
16,038
+1,551
| +11% | +$101K | 0.01% | 914 |
|
|
2018
Q3 | $1.2M | Buy |
14,487
+587
| +4% | +$48.5K | 0.01% | 931 |
|
|
2018
Q2 | $1.07M | Sell |
13,900
-3,442
| -20% | -$266K | 0.01% | 935 |
|
|
2018
Q1 | $1.31M | Sell |
17,342
-505
| -3% | -$38.2K | 0.01% | 802 |
|
|
2017
Q4 | $1.43M | Buy |
17,847
+3,126
| +21% | +$250K | 0.02% | 728 |
|
|
2017
Q3 | $1.12M | Buy |
14,721
+1,018
| +7% | +$77.1K | 0.02% | 800 |
|
|
2017
Q2 | $1.01M | Buy |
+13,703
| New | +$1.01M | 0.01% | 809 |
|
|
2016
Q4 | – | Sell |
-14,853
| Closed | -$974K | – | 1722 |
|
|
2016
Q3 | $974K | Buy |
+14,853
| New | +$974K | 0.02% | 695 |
|
|
2016
Q2 | – | Sell |
-11,192
| Closed | -$679K | – | 1608 |
|
|
2016
Q1 | $679K | Buy |
11,192
+909
| +9% | +$55.1K | 0.02% | 739 |
|
|
2015
Q4 | $580K | Buy |
+10,283
| New | +$580K | 0.01% | 793 |
|
|
2015
Q3 | – | Sell |
-11,605
| Closed | -$688K | – | 1486 |
|
|
2015
Q2 | $688K | Sell |
11,605
-1,031
| -8% | -$61.1K | 0.02% | 659 |
|
|
2015
Q1 | $758K | Buy |
12,636
+25
| +0.2% | +$1.5K | 0.02% | 612 |
|
|
2014
Q4 | $892K | Sell |
12,611
-3,491
| -22% | -$247K | 0.03% | 533 |
|
|
2014
Q3 | $1.19M | Buy |
16,102
+267
| +2% | +$19.6K | 0.03% | 460 |
|
|
2014
Q2 | $1.17M | Buy |
15,835
+19
| +0.1% | +$1.4K | 0.04% | 411 |
|
|
2014
Q1 | $1.06M | Buy |
15,816
+824
| +5% | +$55.2K | 0.04% | 407 |
|
|
2013
Q4 | $999K | Buy |
14,992
+422
| +3% | +$28.1K | 0.04% | 400 |
|
|
2013
Q3 | $974K | Buy |
14,570
+1,487
| +11% | +$99.4K | 0.04% | 370 |
|
|
2013
Q2 | $759K | Buy |
+13,083
| New | +$759K | 0.04% | 391 |
|