IFP Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4K | Sell |
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|
2025
Q1 | $28.1K | Sell |
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|
2024
Q4 | $30.4K | Buy |
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|
2024
Q3 | $10.1K | Buy |
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|
2024
Q2 | $5.7K | Buy |
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|
2024
Q1 | $6.25K | Buy |
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|
2023
Q4 | $4.95K | Hold |
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|
2023
Q3 | $4.22K | Hold |
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|
2023
Q2 | $4.52K | Hold |
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|
2023
Q1 | $2.93K | Sell |
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|
2022
Q4 | $6K | Sell |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $21K | Buy |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7K | Buy |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $50K | Sell |
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|
2018
Q3 | $81K | Sell |
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|
2018
Q2 | $78K | Sell |
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|
2018
Q1 | $88K | Hold |
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|
2017
Q4 | $88K | Sell |
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|
2017
Q3 | $104K | Sell |
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|
2017
Q2 | $118K | Buy |
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|
2017
Q1 | $108K | Sell |
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|
2016
Q4 | $106K | Buy |
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|
2016
Q3 | $70K | Sell |
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|
2016
Q2 | $71K | Buy |
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|
2016
Q1 | $27K | Sell |
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|
2015
Q4 | $57K | Buy |
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