Concourse Financial Group Securities’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
Q1 | – | Sell |
-240
| Closed | -$24K | – | 989 |
|
|
2024
Q4 | $24K | Hold |
240
| – | – | ﹤0.01% | 1497 |
|
|
2024
Q3 | $21.6K | Hold |
240
| – | – | ﹤0.01% | 1488 |
|
|
2024
Q2 | $20.1K | Hold |
240
| – | – | ﹤0.01% | 1508 |
|
|
2024
Q1 | $23.4K | Hold |
240
| – | – | ﹤0.01% | 1470 |
|
|
2023
Q4 | $23.7K | Hold |
240
| – | – | ﹤0.01% | 1437 |
|
|
2023
Q3 | $20.2K | Hold |
240
| – | – | ﹤0.01% | 1430 |
|
|
2023
Q2 | $21.7K | Hold |
240
| – | – | ﹤0.01% | 1412 |
|
|
2023
Q1 | $21.4K | Hold |
240
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q4 | $21.7K | Hold |
240
| – | – | ﹤0.01% | 1435 |
|
|
2022
Q3 | $21K | Sell |
240
-16
| -6% | -$1.4K | ﹤0.01% | 1288 |
|
|
2022
Q2 | $25K | Hold |
256
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q1 | $30K | Hold |
256
| – | – | ﹤0.01% | 1332 |
|
|
2021
Q4 | $28K | Buy |
256
+16
| +7% | +$1.75K | ﹤0.01% | 1513 |
|
|
2021
Q3 | $24K | Sell |
240
-250
| -51% | -$25K | ﹤0.01% | 1588 |
|
|
2021
Q2 | $50K | Hold |
490
| – | – | ﹤0.01% | 1307 |
|
|
2021
Q1 | $44K | Buy |
490
+240
| +96% | +$21.6K | ﹤0.01% | 1262 |
|
|
2020
Q4 | $19K | Hold |
250
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q3 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 1435 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2516 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2575 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2520 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2218 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2621 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$2K | – | 2610 |
|
|
2018
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1893 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2015 |
|