Dana Investment Advisors’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 | $6.64M | Sell |
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|
2025
Q2 | $5.74M | Sell |
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|
2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $5.16M | Sell |
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|
2024
Q3 | $4.81M | Sell |
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|
2024
Q2 | $4.51M | Sell |
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|
2024
Q1 | $5.51M | Sell |
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|
2023
Q4 | $5.6M | Sell |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $5.14M | Buy |
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|
2023
Q1 | $5.06M | Buy |
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|
2022
Q4 | $5.12M | Buy |
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|
2022
Q3 | $4.89M | Buy |
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|
2022
Q2 | $5.34M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $471K | Sell |
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|
2018
Q2 | $611K | Hold |
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|
2018
Q1 | $597K | Hold |
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|
2017
Q4 | $633K | Hold |
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|
2017
Q3 | $599K | Hold |
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|
2017
Q2 | $581K | Buy |
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|
2017
Q1 | $483K | Hold |
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|
2016
Q4 | $465K | Hold |
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|
2016
Q3 | $424K | Hold |
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|
2016
Q2 | $410K | Buy |
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|
2016
Q1 | $346K | Buy |
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|
2015
Q4 | $322 | Sell |
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|
2015
Q3 | $311K | Buy |
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