Curi RMB Capital’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 | $523K | Buy |
4,723
+2,007
| +74% | +$222K | 0.01% | 502 |
|
|
2025
Q1 | $259K | Buy |
2,716
+452
| +20% | +$43.2K | 0.01% | 448 |
|
|
2024
Q4 | $220K | Hold |
2,264
| – | – | 0.01% | 500 |
|
|
2024
Q3 | $204K | Buy |
+2,264
| New | +$204K | ﹤0.01% | 529 |
|
|
2024
Q2 | – | Sell |
-2,299
| Closed | -$225K | – | 531 |
|
|
2024
Q1 | $225K | Buy |
2,299
+220
| +11% | +$21.5K | 0.01% | 536 |
|
|
2023
Q4 | $206K | Buy |
+2,079
| New | +$206K | 0.01% | 495 |
|
|
2022
Q2 | – | Sell |
-1,965
| Closed | -$232K | – | 472 |
|
|
2022
Q1 | $232K | Hold |
1,965
| – | – | 0.01% | 417 |
|
|
2021
Q4 | $212K | Buy |
+1,965
| New | +$212K | 0.01% | 441 |
|
|
2021
Q3 | – | Sell |
-4,705
| Closed | -$483K | – | 444 |
|
|
2021
Q2 | $483K | Hold |
4,705
| – | – | 0.02% | 356 |
|
|
2021
Q1 | $419K | Hold |
4,705
| – | – | 0.02% | 370 |
|
|
2020
Q4 | $358K | Hold |
4,705
| – | – | 0.01% | 477 |
|
|
2020
Q3 | $275K | Sell |
4,705
-1,258
| -21% | -$73.5K | 0.01% | 508 |
|
|
2020
Q2 | $316K | Sell |
5,963
-208
| -3% | -$11K | 0.01% | 469 |
|
|
2020
Q1 | $311K | Sell |
6,171
-593
| -9% | -$29.9K | 0.01% | 476 |
|
|
2019
Q4 | $525K | Sell |
6,764
-3,587
| -35% | -$278K | 0.01% | 428 |
|
|
2019
Q3 | $763K | Hold |
10,351
| – | – | 0.02% | 408 |
|
|
2019
Q2 | $781K | Buy |
10,351
+534
| +5% | +$40.3K | 0.02% | 432 |
|
|
2019
Q1 | $734K | Buy |
9,817
+2,995
| +44% | +$224K | 0.02% | 471 |
|
|
2018
Q4 | $446K | Buy |
6,822
+250
| +4% | +$16.3K | 0.01% | 641 |
|
|
2018
Q3 | $543K | Sell |
6,572
-76
| -1% | -$6.28K | 0.01% | 591 |
|
|
2018
Q2 | $514K | Buy |
6,648
+74
| +1% | +$5.72K | 0.01% | 594 |
|
|
2018
Q1 | $497K | Sell |
6,574
-645
| -9% | -$48.8K | 0.01% | 587 |
|
|
2017
Q4 | $578K | Buy |
+7,219
| New | +$578K | 0.02% | 557 |
|
|
2013
Q4 | – | Sell |
-3,050
| Closed | -$204K | – | 366 |
|
|
2013
Q3 | $204K | Sell |
3,050
-1,057
| -26% | -$70.7K | 0.01% | 357 |
|
|
2013
Q2 | $239K | Buy |
+4,107
| New | +$239K | 0.02% | 316 |
|