First Horizon 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 | $67.9K | Sell |
614
-29
| -5% | -$3.21K | ﹤0.01% | 845 |
|
|
2025
Q1 | $61.4K | Buy |
643
+31
| +5% | +$2.96K | ﹤0.01% | 850 |
|
|
2024
Q4 | $59.4K | Buy |
612
+358
| +141% | +$34.7K | ﹤0.01% | 879 |
|
|
2024
Q3 | $22.9K | Buy |
254
+56
| +28% | +$5.05K | ﹤0.01% | 1301 |
|
|
2024
Q2 | $16.6K | Buy |
198
+131
| +196% | +$11K | ﹤0.01% | 1349 |
|
|
2024
Q1 | $6.54K | Buy |
67
+39
| +139% | +$3.81K | ﹤0.01% | 1743 |
|
|
2023
Q4 | $2.77K | Hold |
28
| – | – | ﹤0.01% | 1945 |
|
|
2023
Q3 | $2.36K | Hold |
28
| – | – | ﹤0.01% | 1936 |
|
|
2023
Q2 | $2.53K | Hold |
28
| – | – | ﹤0.01% | 2012 |
|
|
2023
Q1 | $2.5K | Hold |
28
| – | – | ﹤0.01% | 2041 |
|
|
2022
Q4 | $2.54K | Hold |
28
| – | – | ﹤0.01% | 1997 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1974 |
|
|
2022
Q2 | $2K | Buy |
28
+24
| +600% | +$1.71K | ﹤0.01% | 2067 |
|
|
2022
Q1 | $0 | Sell |
4
-66
| -94% | – | ﹤0.01% | 1777 |
|
|
2021
Q4 | $7K | Hold |
70
| – | – | ﹤0.01% | 1640 |
|
|
2021
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 1690 |
|
|
2021
Q2 | $7K | Buy |
70
+8
| +13% | +$800 | ﹤0.01% | 1431 |
|
|
2021
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 1440 |
|
|
2020
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 1233 |
|
|
2020
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q2 | $3K | Buy |
62
+31
| +100% | +$1.5K | ﹤0.01% | 1241 |
|
|
2020
Q1 | $1K | Sell |
31
-62
| -67% | -$2K | ﹤0.01% | 1283 |
|
|
2019
Q4 | $7K | Hold |
93
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 1196 |
|
|
2019
Q2 | $7K | Hold |
93
| – | – | ﹤0.01% | 1183 |
|
|
2019
Q1 | $6K | Buy |
93
+54
| +138% | +$3.48K | ﹤0.01% | 1187 |
|
|
2018
Q4 | $2K | Sell |
39
-19
| -33% | -$974 | ﹤0.01% | 1379 |
|
|
2018
Q3 | $4K | Sell |
58
-372
| -87% | -$25.7K | ﹤0.01% | 1327 |
|
|
2018
Q2 | $32K | Sell |
430
-154
| -26% | -$11.5K | ﹤0.01% | 717 |
|
|
2018
Q1 | $43K | Hold |
584
| – | – | ﹤0.01% | 528 |
|
|
2017
Q4 | $47K | Sell |
584
-72
| -11% | -$5.8K | ﹤0.01% | 534 |
|
|
2017
Q3 | $49K | Hold |
656
| – | – | 0.01% | 501 |
|
|
2017
Q2 | $48K | Hold |
656
| – | – | 0.01% | 496 |
|
|
2017
Q1 | $45K | Sell |
656
-368
| -36% | -$25.2K | 0.01% | 554 |
|
|
2016
Q4 | $65K | Hold |
1,024
| – | – | 0.01% | 468 |
|
|
2016
Q3 | $65K | Sell |
1,024
-223
| -18% | -$14.2K | 0.01% | 461 |
|
|
2016
Q2 | $78K | Sell |
1,247
-44
| -3% | -$2.75K | 0.01% | 430 |
|
|
2016
Q1 | $80K | Buy |
1,291
+401
| +45% | +$24.8K | 0.01% | 457 |
|
|
2015
Q4 | $50K | Sell |
890
-83
| -9% | -$4.66K | 0.01% | 490 |
|
|
2015
Q3 | $53K | Sell |
973
-640
| -40% | -$34.9K | 0.01% | 503 |
|
|
2015
Q2 | $95K | Buy |
1,613
+84
| +5% | +$4.95K | 0.01% | 414 |
|
|
2015
Q1 | $90K | Sell |
1,529
-84
| -5% | -$4.94K | 0.01% | 432 |
|
|
2014
Q4 | $114K | Buy |
1,613
+180
| +13% | +$12.7K | 0.02% | 395 |
|
|
2014
Q3 | $105K | Buy |
1,433
+279
| +24% | +$20.4K | 0.02% | 394 |
|
|
2014
Q2 | $85K | Buy |
1,154
+381
| +49% | +$28.1K | 0.01% | 444 |
|
|
2014
Q1 | $53K | Buy |
773
+236
| +44% | +$16.2K | 0.01% | 497 |
|
|
2013
Q4 | $32K | Buy |
537
+283
| +111% | +$16.9K | ﹤0.01% | 587 |
|
|
2013
Q3 | $17K | Buy |
+254
| New | +$17K | ﹤0.01% | 702 |
|