Capital Analysts LLC’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 | $42K | Sell |
383
-84
| -18% | -$9.21K | ﹤0.01% | 853 |
|
|
2025
Q1 | $45K | Buy |
467
+62
| +15% | +$5.97K | ﹤0.01% | 819 |
|
|
2024
Q4 | $39K | Buy |
405
+3
| +0.7% | +$289 | ﹤0.01% | 802 |
|
|
2024
Q3 | $36K | Sell |
402
-61
| -13% | -$5.46K | ﹤0.01% | 788 |
|
|
2024
Q2 | $39K | Buy |
463
+3
| +0.7% | +$253 | ﹤0.01% | 754 |
|
|
2024
Q1 | $45K | Buy |
460
+3
| +0.7% | +$293 | ﹤0.01% | 686 |
|
|
2023
Q4 | $45K | Buy |
457
+4
| +0.9% | +$394 | ﹤0.01% | 679 |
|
|
2023
Q3 | $38K | Buy |
453
+3
| +0.7% | +$252 | ﹤0.01% | 667 |
|
|
2023
Q2 | $41K | Buy |
450
+3
| +0.7% | +$273 | ﹤0.01% | 619 |
|
|
2023
Q1 | $40K | Buy |
447
+3
| +0.7% | +$268 | ﹤0.01% | 628 |
|
|
2022
Q4 | $40K | Buy |
444
+2
| +0.5% | +$180 | ﹤0.01% | 656 |
|
|
2022
Q3 | $39K | Buy |
442
+3
| +0.7% | +$265 | ﹤0.01% | 612 |
|
|
2022
Q2 | $42K | Buy |
439
+2
| +0.5% | +$191 | ﹤0.01% | 591 |
|
|
2022
Q1 | $52K | Buy |
437
+2
| +0.5% | +$238 | ﹤0.01% | 539 |
|
|
2021
Q4 | $47K | Buy |
435
+2
| +0.5% | +$216 | ﹤0.01% | 581 |
|
|
2021
Q3 | $43K | Buy |
433
+2
| +0.5% | +$199 | ﹤0.01% | 596 |
|
|
2021
Q2 | $44K | Buy |
431
+2
| +0.5% | +$204 | ﹤0.01% | 575 |
|
|
2021
Q1 | $38K | Buy |
+429
| New | +$38K | ﹤0.01% | 620 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | -$662 | – | 386 |
|
|
2014
Q4 | $662 | Sell |
9
-12,959
| -100% | -$953K | ﹤0.01% | 391 |
|
|
2014
Q3 | $955K | Buy |
12,968
+70
| +0.5% | +$5.15K | 0.22% | 93 |
|
|
2014
Q2 | $949K | Buy |
12,898
+90
| +0.7% | +$6.62K | 0.23% | 92 |
|
|
2014
Q1 | $858K | Buy |
12,808
+751
| +6% | +$50.3K | 0.22% | 93 |
|
|
2013
Q4 | $804K | Buy |
+12,057
| New | +$804K | 0.22% | 101 |
|