Cetera Investment Advisers’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 | $4.72M | Sell |
42,680
-13,192
| -24% | -$1.46M | 0.01% | 1230 |
|
|
2025
Q1 | $5.34M | Buy |
55,872
+127
| +0.2% | +$12.1K | 0.01% | 1067 |
|
|
2024
Q4 | $5.41M | Buy |
55,745
+36,195
| +185% | +$3.51M | 0.01% | 993 |
|
|
2024
Q3 | $1.76M | Buy |
19,550
+410
| +2% | +$37K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $1.6M | Buy |
19,140
+1,969
| +11% | +$165K | ﹤0.01% | 1738 |
|
|
2024
Q1 | $1.68M | Buy |
17,171
+14,076
| +455% | +$1.37M | ﹤0.01% | 1689 |
|
|
2023
Q4 | $306K | Sell |
3,095
-265
| -8% | -$26.2K | ﹤0.01% | 1774 |
|
|
2023
Q3 | $283K | Sell |
3,360
-805
| -19% | -$67.9K | ﹤0.01% | 1766 |
|
|
2023
Q2 | $376K | Buy |
4,165
+34
| +0.8% | +$3.07K | ﹤0.01% | 1605 |
|
|
2023
Q1 | $368K | Buy |
4,131
+779
| +23% | +$69.4K | ﹤0.01% | 1593 |
|
|
2022
Q4 | $304K | Sell |
3,352
-119
| -3% | -$10.8K | ﹤0.01% | 1660 |
|
|
2022
Q3 | $304K | Buy |
3,471
+417
| +14% | +$36.5K | 0.01% | 1262 |
|
|
2022
Q2 | $294K | Sell |
3,054
-302
| -9% | -$29.1K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $396K | Sell |
3,356
-420
| -11% | -$49.6K | 0.01% | 1323 |
|
|
2021
Q4 | $407K | Buy |
3,776
+114
| +3% | +$12.3K | 0.01% | 1310 |
|
|
2021
Q3 | $365K | Sell |
3,662
-536
| -13% | -$53.4K | 0.01% | 1317 |
|
|
2021
Q2 | $431K | Buy |
4,198
+956
| +29% | +$98.2K | 0.01% | 1210 |
|
|
2021
Q1 | $289K | Sell |
3,242
-72
| -2% | -$6.42K | 0.01% | 1270 |
|
|
2020
Q4 | $252K | Buy |
+3,314
| New | +$252K | 0.01% | 1339 |
|