Farther Finance 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
$342K Sell
2025
Q2
$295K Sell
2025
Q1
$274K Buy
2024
Q4
$114K Buy
2024
Q3
$99.5K Buy
2024
Q2
$63.3K Buy
2024
Q1
$69.6K Buy
2023
Q4
$67.6K Buy