Greenleaf Trust’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	$216K	Sell	1,952 -238	-11%	-$26.3K	﹤0.01%	745
2025 Q1	$209K	Buy	+2,190	New	+$209K	﹤0.01%	760
2024 Q3	–	Sell	-5,624	Closed	-$472K	–	833
2024 Q2	$472K	Buy	+5,624	New	+$472K	﹤0.01%	494