Citigroup’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 | $40.7M | Buy |
367,683
+135,931
| +59% | +$15M | 0.02% | 497 |
|
|
2025
Q1 | $22.1M | Sell |
231,752
-39,942
| -15% | -$3.81M | 0.01% | 664 |
|
|
2024
Q4 | $26.4M | Buy |
271,694
+106,546
| +65% | +$10.3M | 0.02% | 547 |
|
|
2024
Q3 | $14.9M | Buy |
165,148
+10,792
| +7% | +$975K | 0.01% | 776 |
|
|
2024
Q2 | $13M | Buy |
154,356
+5,455
| +4% | +$458K | 0.01% | 791 |
|
|
2024
Q1 | $14.5M | Sell |
148,901
-23,202
| -13% | -$2.27M | 0.01% | 747 |
|
|
2023
Q4 | $17.1M | Sell |
172,103
-14,222
| -8% | -$1.41M | 0.01% | 653 |
|
|
2023
Q3 | $15.8M | Buy |
186,325
+44,373
| +31% | +$3.76M | 0.01% | 642 |
|
|
2023
Q2 | $12.8M | Buy |
141,952
+22,765
| +19% | +$2.06M | 0.01% | 745 |
|
|
2023
Q1 | $10.6M | Sell |
119,187
-8,404
| -7% | -$748K | 0.01% | 825 |
|
|
2022
Q4 | $11.6M | Buy |
127,591
+19,082
| +18% | +$1.73M | 0.01% | 750 |
|
|
2022
Q3 | $9.56M | Sell |
108,509
-53,759
| -33% | -$4.74M | 0.01% | 829 |
|
|
2022
Q2 | $15.6M | Buy |
162,268
+14,752
| +10% | +$1.42M | 0.01% | 664 |
|
|
2022
Q1 | $17.4M | Buy |
147,516
+31,516
| +27% | +$3.71M | 0.01% | 704 |
|
|
2021
Q4 | $12.5M | Sell |
116,000
-17,085
| -13% | -$1.84M | 0.01% | 851 |
|
|
2021
Q3 | $13.3M | Buy |
133,085
+5,364
| +4% | +$535K | 0.01% | 872 |
|
|
2021
Q2 | $13.1M | Sell |
127,721
-33,051
| -21% | -$3.39M | 0.01% | 922 |
|
|
2021
Q1 | $14.3M | Sell |
160,772
-182,627
| -53% | -$16.3M | 0.01% | 855 |
|
|
2020
Q4 | $26.1M | Buy |
343,399
+149,201
| +77% | +$11.3M | 0.02% | 567 |
|
|
2020
Q3 | $11.3M | Sell |
194,198
-88,025
| -31% | -$5.13M | 0.01% | 785 |
|
|
2020
Q2 | $15M | Sell |
282,223
-168,938
| -37% | -$8.96M | 0.01% | 620 |
|
|
2020
Q1 | $22.5M | Buy |
451,161
+121,638
| +37% | +$6.07M | 0.02% | 385 |
|
|
2019
Q4 | $25.6M | Sell |
329,523
-6,215
| -2% | -$482K | 0.02% | 470 |
|
|
2019
Q3 | $24.7M | Sell |
335,738
-32,335
| -9% | -$2.38M | 0.02% | 455 |
|
|
2019
Q2 | $27.9M | Buy |
368,073
+132,184
| +56% | +$10M | 0.02% | 446 |
|
|
2019
Q1 | $17.7M | Buy |
235,889
+51,215
| +28% | +$3.83M | 0.02% | 509 |
|
|
2018
Q4 | $12.1M | Buy |
184,674
+5,326
| +3% | +$348K | 0.01% | 624 |
|
|
2018
Q3 | $14.8M | Sell |
179,348
-16,638
| -8% | -$1.37M | 0.01% | 556 |
|
|
2018
Q2 | $15.1M | Sell |
195,986
-17,456
| -8% | -$1.35M | 0.01% | 564 |
|
|
2018
Q1 | $16.1M | Buy |
213,442
+66,362
| +45% | +$5.01M | 0.01% | 510 |
|
|
2017
Q4 | $11.8M | Sell |
147,080
-59,893
| -29% | -$4.81M | 0.01% | 616 |
|
|
2017
Q3 | $15.6M | Sell |
206,973
-59,546
| -22% | -$4.5M | 0.01% | 521 |
|
|
2017
Q2 | $19.5M | Buy |
266,519
+4,575
| +2% | +$335K | 0.02% | 412 |
|
|
2017
Q1 | $19.5M | Sell |
261,944
-405,607
| -61% | -$30.2M | 0.02% | 406 |
|
|
2016
Q4 | $48.1M | Sell |
667,551
-122,613
| -16% | -$8.83M | 0.04% | 201 |
|
|
2016
Q3 | $51.7M | Buy |
790,164
+2,978
| +0.4% | +$195K | 0.05% | 167 |
|
|
2016
Q2 | $49.7M | Sell |
787,186
-26,067
| -3% | -$1.65M | 0.05% | 161 |
|
|
2016
Q1 | $49.6M | Sell |
813,253
-58,323
| -7% | -$3.56M | 0.06% | 151 |
|
|
2015
Q4 | $49M | Buy |
871,576
+106,415
| +14% | +$5.99M | 0.05% | 189 |
|
|
2015
Q3 | $41.5M | Buy |
765,161
+57,936
| +8% | +$3.14M | 0.04% | 195 |
|
|
2015
Q2 | $41.9M | Buy |
707,225
+15,123
| +2% | +$897K | 0.04% | 226 |
|
|
2015
Q1 | $41.5M | Buy |
692,102
+133,219
| +24% | +$7.98M | 0.04% | 212 |
|
|
2014
Q4 | $39.6M | Buy |
558,883
+52,732
| +10% | +$3.74M | 0.04% | 217 |
|
|
2014
Q3 | $37.3M | Sell |
506,151
-12,511
| -2% | -$923K | 0.03% | 233 |
|
|
2014
Q2 | $38.3M | Sell |
518,662
-20,600
| -4% | -$1.52M | 0.04% | 235 |
|
|
2014
Q1 | $36.1M | Sell |
539,262
-4,161
| -0.8% | -$279K | 0.04% | 228 |
|
|
2013
Q4 | $36.2M | Sell |
543,423
-72,617
| -12% | -$4.83M | 0.03% | 243 |
|
|
2013
Q3 | $41.2M | Buy |
616,040
+40,046
| +7% | +$2.68M | 0.04% | 226 |
|
|
2013
Q2 | $33.3M | Buy |
+575,994
| New | +$33.3M | 0.03% | 257 |
|