IFG Advisory’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 | $1.45M | Buy |
13,100
+242
| +2% | +$26.8K | 0.07% | 277 |
|
|
2025
Q1 | $1.23M | Hold |
12,858
| – | – | 0.07% | 285 |
|
|
2024
Q4 | $1.25M | Sell |
12,858
-456
| -3% | -$44.3K | 0.07% | 263 |
|
|
2024
Q3 | $1.2M | Sell |
13,314
-207
| -2% | -$18.7K | 0.08% | 256 |
|
|
2024
Q2 | $1.13M | Buy |
13,521
+399
| +3% | +$33.5K | 0.07% | 259 |
|
|
2024
Q1 | $1.28M | Sell |
13,122
-649
| -5% | -$63.4K | 0.1% | 226 |
|
|
2023
Q4 | $1.36M | Sell |
13,771
-7
| -0.1% | -$693 | 0.1% | 217 |
|
|
2023
Q3 | $1.16M | Sell |
13,778
-204
| -1% | -$17.2K | 0.1% | 212 |
|
|
2023
Q2 | $1.26M | Hold |
13,982
| – | – | 0.11% | 201 |
|
|
2023
Q1 | $1.25M | Buy |
13,982
+9,604
| +219% | +$856K | 0.12% | 197 |
|
|
2022
Q4 | $396K | Buy |
4,378
+1,798
| +70% | +$163K | 0.04% | 354 |
|
|
2022
Q3 | $226K | Buy |
+2,580
| New | +$226K | 0.02% | 469 |
|