Canada Life’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.2M | Buy |
365,098
+8,271
| +2% | +$1.15M | 0.09% | 202 |
|
|
2025
Q4 | $46.4M | Sell |
356,827
-83,727
| -19% | -$10.6M | 0.08% | 213 |
|
|
2025
Q3 | $57.2M | Buy |
440,554
+6,815
| +2% | +$807K | 0.08% | 213 |
|
|
2025
Q2 | $48M | Sell |
433,739
-43,910
| -9% | -$4.43M | 0.08% | 234 |
|
|
2025
Q1 | $45.6M | Sell |
477,649
-2,417
| -0.5% | -$239K | 0.08% | 236 |
|
|
2024
Q4 | $46.5M | Sell |
480,066
-3,342
| -0.7% | -$316K | 0.08% | 225 |
|
|
2024
Q3 | $43.7M | Buy |
483,408
+14,417
| +3% | +$1.23M | 0.08% | 238 |
|
|
2024
Q2 | $39.3M | Buy |
468,991
+78,296
| +20% | +$7.11M | 0.07% | 245 |
|
|
2024
Q1 | $38.2M | Sell |
390,695
-21,661
| -5% | -$2.04M | 0.08% | 248 |
|
|
2023
Q4 | $40.7M | Sell |
412,356
-72,290
| -15% | -$6.03M | 0.09% | 224 |
|
|
2023
Q3 | $41.1M | Sell |
484,646
-2,817
| -0.6% | -$248K | 0.1% | 196 |
|
|
2023
Q2 | $44.3M | Buy |
487,463
+40,773
| +9% | +$3.6M | 0.11% | 190 |
|
|
2023
Q1 | $39.8M | Buy |
446,690
+2,064
| +0.5% | +$196K | 0.1% | 209 |
|
|
2022
Q4 | $40.4M | Buy |
444,626
+17,307
| +4% | +$1.6M | 0.11% | 207 |
|
|
2022
Q3 | $37.6M | Sell |
427,319
-8,456
| -2% | -$818K | 0.11% | 202 |
|
|
2022
Q2 | $41.9M | Sell |
435,775
-33,110
| -7% | -$3.52M | 0.11% | 189 |
|
|
2022
Q1 | $58.5M | Sell |
468,885
-9,486
| -2% | -$1.1M | 0.12% | 173 |
|
|
2021
Q4 | $51.4M | Sell |
478,371
-8,839
| -2% | -$953K | 0.11% | 200 |
|
|
2021
Q3 | $48.9M | Sell |
487,210
-1,452
| -0.3% | -$146K | 0.11% | 189 |
|
|
2021
Q2 | $50.1M | Buy |
488,662
+10,687
| +2% | +$1.05M | 0.11% | 191 |
|
|
2021
Q1 | $42.3M | Sell |
477,975
-5,686,910
| -92% | -$464M | 0.1% | 208 |
|
|
2020
Q4 | $469M | Buy |
6,164,885
+116,287
| +2% | +$7.96M | 0.88% | 10 |
|
|
2020
Q3 | $354M | Sell |
6,048,598
-1,050,841
| -15% | -$60.8M | 0.77% | 17 |
|
|
2020
Q2 | $376M | Buy |
7,099,439
+275,950
| +4% | +$14.1M | 0.86% | 14 |
|
|
2020
Q1 | $346M | Buy |
6,823,489
+1,268,807
| +23% | +$86M | 0.93% | 14 |
|
|
2019
Q4 | $427M | Buy |
5,554,682
+2,623
| +0% | +$197K | 0.93% | 14 |
|
|
2019
Q3 | $410M | Sell |
5,552,059
-142,554
| -3% | -$10.4M | 0.97% | 11 |
|
|
2019
Q2 | $430M | Buy |
+5,694,613
| New | +$436M | 0.98% | 10 |
|
|
2019
Q1 | – | Sell |
-6,036,475
| Closed | -$395M | – | 2665 |
|
|
2018
Q4 | $395M | Buy |
6,036,475
+224,133
| +4% | +$16.6M | 1.13% | 9 |
|
|
2018
Q3 | $480M | Sell |
5,812,342
-558,593
| -9% | -$44.9M | 1.14% | 9 |
|
|
2018
Q2 | $494M | Buy |
6,370,935
+23,169
| +0.4% | +$1.78M | 1.16% | 8 |
|
|
2018
Q1 | $479M | Sell |
6,347,766
-60,621
| -0.9% | -$4.77M | 1.16% | 7 |
|
|
2017
Q4 | $512M | Buy |
6,408,387
+310,172
| +5% | +$24.2M | 1.21% | 7 |
|
|
2017
Q3 | $461M | Buy |
6,098,215
+390,688
| +7% | +$29.1M | 1.15% | 7 |
|
|
2017
Q2 | $418M | Buy |
5,707,527
+379,748
| +7% | +$26.9M | 1.12% | 7 |
|
|
2017
Q1 | $398M | Sell |
5,327,779
-183,406
| -3% | -$13.9M | 1.07% | 10 |
|
|
2016
Q4 | $397M | Buy |
5,511,185
+766,074
| +16% | +$51.1M | 1.12% | 8 |
|
|
2016
Q3 | $311M | Sell |
4,745,111
-40,634
| -0.8% | -$2.64M | 0.91% | 15 |
|
|
2016
Q2 | $301M | Sell |
4,785,745
-231,587
| -5% | -$14.7M | 0.91% | 13 |
|
|
2016
Q1 | $304M | Sell |
5,017,332
-86,413
| -2% | -$4.73M | 1.1% | 10 |
|
|
2015
Q4 | $289M | Buy |
5,103,745
+66,400
| +1% | +$3.82M | 1.11% | 10 |
|
|
2015
Q3 | $274M | Buy |
5,037,345
+445,867
| +10% | +$24.5M | 1.07% | 13 |
|
|
2015
Q2 | $272M | Sell |
4,591,478
-1,073,141
| -19% | -$67.4M | 0.94% | 16 |
|
|
2015
Q1 | $339M | Sell |
5,664,619
-434,348
| -7% | -$26.9M | 1.16% | 8 |
|
|
2014
Q4 | $432M | Buy |
6,098,967
+807,821
| +15% | +$57.8M | 1.42% | 6 |
|
|
2014
Q3 | $389M | Sell |
5,291,146
-108,878
| -2% | -$8.19M | 1.3% | 9 |
|
|
2014
Q2 | $396M | Sell |
5,400,024
-97,410
| -2% | -$6.79M | 1.3% | 9 |
|
|
2014
Q1 | $366M | Sell |
5,497,434
-209,126
| -4% | -$13.6M | 1.29% | 9 |
|
|
2013
Q4 | $381M | Buy |
5,706,560
+283,933
| +5% | +$19.3M | 1.35% | 8 |
|
|
2013
Q3 | $362M | Buy |
5,422,627
+938,219
| +21% | +$58.8M | 1.43% | 7 |
|
|
2013
Q2 | $260M | Buy |
+4,484,408
| New | +$272M | 1.71% | 10 |
|
Other funds holding BMO
VCM
