D.A. Davidson & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $847K | Buy |
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|
2025
Q2 | $689K | Sell |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $819K | Sell |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $828K | Sell |
|
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $863K | Sell |
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|
2023
Q2 | $935K | Buy |
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|
2023
Q1 | $917K | Buy |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $652K | Hold |
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|
2021
Q4 | $592K | Sell |
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|
2021
Q3 | $574K | Buy |
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|
2021
Q2 | $588K | Hold |
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|
2021
Q1 | $511K | Buy |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $694K | Buy |
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|
2019
Q3 | $621K | Sell |
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|
2019
Q2 | $642K | Buy |
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|
2019
Q1 | $621K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $43K | Sell |
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|
2017
Q1 | $47K | Sell |
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|
2016
Q4 | $613K | Buy |
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|
2016
Q3 | $27K | Sell |
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|
2016
Q2 | $617K | Buy |
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|
2016
Q1 | $546K | Buy |
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|
2015
Q4 | $454K | Buy |
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|
2015
Q3 | $323K | Buy |
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|
2015
Q2 | $246K | Buy |
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|
2015
Q1 | $118K | Sell |
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|
2014
Q4 | $163K | Hold |
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|
2014
Q3 | $170K | Sell |
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|
2014
Q2 | $453K | Sell |
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|
2014
Q1 | $423K | Sell |
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|
2013
Q4 | $453K | Buy |
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|
2013
Q3 | $411K | Sell |
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|
2013
Q2 | $368K | Buy |
|