Focus Financial Network’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,328
| Closed | -$230K | – | 641 |
|
|
2023
Q4 | $230K | Buy |
+2,328
| New | +$230K | 0.01% | 644 |
|
|
2022
Q4 | – | Sell |
-3,054
| Closed | -$268K | – | 475 |
|
|
2022
Q3 | $268K | Buy |
3,054
+50
| +2% | +$4.38K | 0.02% | 386 |
|
|
2022
Q2 | $289K | Buy |
3,004
+439
| +17% | +$42.2K | 0.02% | 392 |
|
|
2022
Q1 | $303K | Buy |
2,565
+206
| +9% | +$24.3K | 0.02% | 401 |
|
|
2021
Q4 | $254K | Sell |
2,359
-4,444
| -65% | -$479K | 0.04% | 310 |
|
|
2021
Q3 | $678K | Sell |
6,803
-13
| -0.2% | -$1.3K | 0.09% | 204 |
|
|
2021
Q2 | $699K | Sell |
6,816
-12
| -0.2% | -$1.23K | 0.09% | 202 |
|
|
2021
Q1 | $609K | Buy |
6,828
+2,328
| +52% | +$207K | 0.07% | 219 |
|
|
2020
Q4 | $342K | Hold |
4,500
| – | – | 0.03% | 327 |
|
|
2020
Q3 | $263K | Sell |
4,500
-271
| -6% | -$15.8K | 0.02% | 367 |
|
|
2020
Q2 | $253K | Buy |
4,771
+100
| +2% | +$5.31K | 0.03% | 334 |
|
|
2020
Q1 | $235K | Hold |
4,671
| – | – | 0.03% | 312 |
|
|
2019
Q4 | $362K | Hold |
4,671
| – | – | 0.04% | 278 |
|
|
2019
Q3 | $344K | Hold |
4,671
| – | – | 0.05% | 269 |
|
|
2019
Q2 | $352K | Hold |
4,671
| – | – | 0.05% | 261 |
|
|
2019
Q1 | $349K | Buy |
+4,671
| New | +$349K | 0.06% | 249 |
|