Farther Finance Advisors’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 | $295K | Sell |
2,665
-179
| -6% | -$19.8K | 0.01% | 1200 |
|
|
2025
Q1 | $274K | Buy |
2,844
+1,667
| +142% | +$161K | 0.01% | 1089 |
|
|
2024
Q4 | $114K | Buy |
1,177
+74
| +7% | +$7.18K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $99.5K | Buy |
1,103
+342
| +45% | +$30.8K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $63.3K | Buy |
761
+48
| +7% | +$3.99K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $69.6K | Buy |
713
+30
| +4% | +$2.93K | ﹤0.01% | 1068 |
|
|
2023
Q4 | $67.6K | Buy |
+683
| New | +$67.6K | ﹤0.01% | 923 |
|