HighPoint Advisor Group’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 | $649K | Buy |
5,868
+237
| +4% | +$26.2K | 0.03% | 322 |
|
|
2025
Q1 | $536K | Buy |
5,631
+255
| +5% | +$24.3K | 0.03% | 341 |
|
|
2024
Q4 | $535K | Buy |
5,376
+278
| +5% | +$27.6K | 0.03% | 361 |
|
|
2024
Q3 | $460K | Buy |
5,098
+1,774
| +53% | +$160K | 0.03% | 375 |
|
|
2024
Q2 | $274K | Buy |
3,324
+905
| +37% | +$74.6K | 0.02% | 495 |
|
|
2024
Q1 | $228K | Buy |
2,419
+22
| +0.9% | +$2.07K | 0.02% | 559 |
|
|
2023
Q4 | $229K | Buy |
+2,397
| New | +$229K | 0.02% | 544 |
|
|
2022
Q2 | $7.99M | Buy |
+83,768
| New | +$7.99M | 0.87% | 21 |
|
|
2021
Q3 | $8.31M | Buy |
83,290
+95
| +0.1% | +$9.48K | 0.81% | 22 |
|
|
2021
Q2 | $8.53M | Sell |
83,195
-1
| -0% | -$103 | 0.86% | 23 |
|
|
2021
Q1 | $7.63M | Buy |
83,196
+13
| +0% | +$1.19K | 0.88% | 21 |
|
|
2020
Q4 | $6.39M | Buy |
83,183
+502
| +0.6% | +$38.6K | 0.78% | 23 |
|
|
2020
Q3 | $5.2M | Sell |
82,681
-142
| -0.2% | -$8.93K | 0.94% | 22 |
|
|
2020
Q2 | $4.35M | Sell |
82,823
-1,701
| -2% | -$89.4K | 0.93% | 22 |
|
|
2020
Q1 | $4.05M | Sell |
84,524
-1,453
| -2% | -$69.7K | 0.96% | 22 |
|
|
2019
Q4 | $6.86M | Buy |
85,977
+190
| +0.2% | +$15.2K | 1.41% | 14 |
|
|
2019
Q3 | $6.53M | Buy |
85,787
+725
| +0.9% | +$55.2K | 1.44% | 13 |
|
|
2019
Q2 | $6.4M | Sell |
85,062
-517
| -0.6% | -$38.9K | 1.5% | 12 |
|
|
2019
Q1 | $6.71M | Buy |
85,579
+81,605
| +2,053% | +$6.39M | 1.64% | 12 |
|
|
2018
Q4 | $295K | Buy |
3,974
+588
| +17% | +$43.6K | 0.08% | 227 |
|
|
2018
Q3 | $266K | Sell |
3,386
-87
| -3% | -$6.84K | 0.07% | 246 |
|
|
2018
Q2 | $277K | Buy |
3,473
+7
| +0.2% | +$558 | 0.07% | 254 |
|
|
2018
Q1 | $274K | Buy |
3,466
+104
| +3% | +$8.22K | 0.08% | 255 |
|
|
2017
Q4 | $257K | Buy |
3,362
+49
| +1% | +$3.75K | 0.07% | 246 |
|
|
2017
Q3 | $256K | Sell |
3,313
-127
| -4% | -$9.81K | 0.08% | 227 |
|
|
2017
Q2 | $257K | Hold |
3,440
| – | – | 0.08% | 232 |
|
|
2017
Q1 | $257K | Sell |
3,440
-637
| -16% | -$47.6K | 0.08% | 232 |
|
|
2016
Q4 | $312K | Sell |
4,077
-401
| -9% | -$30.7K | 0.1% | 216 |
|
|
2016
Q3 | $290K | Sell |
4,478
-55
| -1% | -$3.56K | 0.1% | 220 |
|
|
2016
Q2 | $290K | Buy |
+4,533
| New | +$290K | 0.1% | 209 |
|