CAPTRUST Financial Advisors’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
Q2 | $910K | Sell |
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|
2025
Q1 | $807K | Buy |
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|
2024
Q4 | $808K | Buy |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $199K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $194K | Hold |
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|
2021
Q2 | $199K | Sell |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $130K | Sell |
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|
2020
Q2 | $156K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $2.92M | Buy |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $37K | Buy |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $19K | Buy |
|