Crossmark Global Holdings’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 | $2.51M | Buy |
22,720
+708
| +3% | +$78.3K | 0.04% | 372 |
|
|
2025
Q1 | $2.1M | Sell |
22,012
-2,118
| -9% | -$202K | 0.04% | 409 |
|
|
2024
Q4 | $2.34M | Sell |
24,130
-2,773
| -10% | -$269K | 0.04% | 361 |
|
|
2024
Q3 | $2.43M | Sell |
26,903
-14,755
| -35% | -$1.33M | 0.04% | 366 |
|
|
2024
Q2 | $3.49M | Sell |
41,658
-2,470
| -6% | -$207K | 0.07% | 288 |
|
|
2024
Q1 | $4.31M | Sell |
44,128
-1,848
| -4% | -$181K | 0.08% | 257 |
|
|
2023
Q4 | $4.55M | Buy |
45,976
+2,038
| +5% | +$202K | 0.09% | 235 |
|
|
2023
Q3 | $3.6M | Buy |
43,938
+753
| +2% | +$61.7K | 0.08% | 264 |
|
|
2023
Q2 | $3.97M | Sell |
43,185
-5,193
| -11% | -$478K | 0.09% | 257 |
|
|
2023
Q1 | $4.31M | Sell |
48,378
-1,866
| -4% | -$166K | 0.1% | 232 |
|
|
2022
Q4 | $4.55M | Sell |
50,244
-3,127
| -6% | -$283K | 0.11% | 215 |
|
|
2022
Q3 | $4.68M | Buy |
53,371
+2,697
| +5% | +$236K | 0.13% | 192 |
|
|
2022
Q2 | $4.87M | Buy |
50,674
+2,440
| +5% | +$235K | 0.13% | 192 |
|
|
2022
Q1 | $5.69M | Buy |
48,234
+3,047
| +7% | +$359K | 0.13% | 185 |
|
|
2021
Q4 | $4.87M | Buy |
45,187
+1,294
| +3% | +$139K | 0.11% | 207 |
|
|
2021
Q3 | $4.38M | Buy |
43,893
+746
| +2% | +$74.4K | 0.1% | 210 |
|
|
2021
Q2 | $4.43M | Sell |
43,147
-5,943
| -12% | -$609K | 0.1% | 210 |
|
|
2021
Q1 | $4.38M | Sell |
49,090
-4,855
| -9% | -$433K | 0.11% | 203 |
|
|
2020
Q4 | $4.1M | Sell |
53,945
-1,061
| -2% | -$80.7K | 0.1% | 212 |
|
|
2020
Q3 | $3.21M | Sell |
55,006
-1,794
| -3% | -$105K | 0.09% | 241 |
|
|
2020
Q2 | $3.01M | Buy |
56,800
+1,252
| +2% | +$66.4K | 0.09% | 252 |
|
|
2020
Q1 | $2.79M | Buy |
55,548
+4,716
| +9% | +$237K | 0.1% | 230 |
|
|
2019
Q4 | $3.94M | Buy |
50,832
+516
| +1% | +$40K | 0.11% | 216 |
|
|
2019
Q3 | $3.71M | Sell |
50,316
-6,870
| -12% | -$507K | 0.11% | 222 |
|
|
2019
Q2 | $4.32M | Sell |
57,186
-1,865
| -3% | -$141K | 0.12% | 203 |
|
|
2019
Q1 | $4.42M | Sell |
59,051
-22
| -0% | -$1.65K | 0.13% | 199 |
|
|
2018
Q4 | $3.86M | Buy |
59,073
+184
| +0.3% | +$12K | 0.12% | 212 |
|
|
2018
Q3 | $4.86M | Buy |
58,889
+8,244
| +16% | +$680K | 0.12% | 201 |
|
|
2018
Q2 | $3.91M | Sell |
50,645
-12,094
| -19% | -$934K | 0.11% | 226 |
|
|
2018
Q1 | $4.74M | Sell |
62,739
-5,790
| -8% | -$438K | 0.12% | 205 |
|
|
2017
Q4 | $5.48M | Sell |
68,529
-2,246
| -3% | -$180K | 0.13% | 191 |
|
|
2017
Q3 | $5.36M | Buy |
+70,775
| New | +$5.36M | 0.14% | 185 |
|
|
2016
Q3 | $5.36M | Buy |
+70,775
| New | +$5.36M | 0.14% | 185 |
|