Caprock Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $577K | Buy |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $275K | Buy |
|
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|
2024
Q2 | $235K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $518K | Sell |
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|
2017
Q4 | $711K | Sell |
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|
2017
Q3 | $850K | Sell |
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|
2017
Q2 | $827K | Buy |
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|
2017
Q1 | $732K | Buy |
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|
2016
Q4 | $629K | Sell |
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|
2016
Q3 | $888K | Sell |
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|
2016
Q2 | $868K | Sell |
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|
2016
Q1 | $858K | Buy |
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