IFP Advisors’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 | $29.4K | Sell |
266
-28
| -10% | -$3.1K | ﹤0.01% | 2331 |
|
|
2025
Q1 | $28.1K | Sell |
294
-19
| -6% | -$1.82K | ﹤0.01% | 2151 |
|
|
2024
Q4 | $30.4K | Buy |
313
+201
| +179% | +$19.5K | ﹤0.01% | 2066 |
|
|
2024
Q3 | $10.1K | Buy |
112
+44
| +65% | +$3.97K | ﹤0.01% | 2423 |
|
|
2024
Q2 | $5.7K | Buy |
68
+4
| +6% | +$335 | ﹤0.01% | 2519 |
|
|
2024
Q1 | $6.25K | Buy |
64
+14
| +28% | +$1.37K | ﹤0.01% | 2395 |
|
|
2023
Q4 | $4.95K | Hold |
50
| – | – | ﹤0.01% | 2429 |
|
|
2023
Q3 | $4.22K | Hold |
50
| – | – | ﹤0.01% | 2574 |
|
|
2023
Q2 | $4.52K | Hold |
50
| – | – | ﹤0.01% | 2579 |
|
|
2023
Q1 | $2.93K | Sell |
50
-50
| -50% | -$2.93K | ﹤0.01% | 2773 |
|
|
2022
Q4 | $6K | Sell |
100
-79
| -44% | -$4.74K | ﹤0.01% | 3668 |
|
|
2022
Q3 | $11K | Buy |
179
+1
| +0.6% | +$61 | ﹤0.01% | 3551 |
|
|
2022
Q2 | $11K | Hold |
178
| – | – | ﹤0.01% | 3303 |
|
|
2022
Q1 | $11K | Buy |
+178
| New | +$11K | ﹤0.01% | 3303 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3458 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3177 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3104 |
|
|
2020
Q4 | – | Sell |
-401
| Closed | -$23K | – | 3026 |
|
|
2020
Q3 | $23K | Hold |
401
| – | – | ﹤0.01% | 1583 |
|
|
2020
Q2 | $21K | Buy |
+401
| New | +$21K | ﹤0.01% | 1541 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2799 |
|
|
2019
Q4 | – | Sell |
-93
| Closed | -$7K | – | 2896 |
|
|
2019
Q3 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 2199 |
|
|
2019
Q1 | $27K | Sell |
364
-408
| -53% | -$30.3K | ﹤0.01% | 1203 |
|
|
2018
Q4 | $50K | Sell |
772
-206
| -21% | -$13.3K | ﹤0.01% | 1603 |
|
|
2018
Q3 | $81K | Sell |
978
-37
| -4% | -$3.06K | ﹤0.01% | 1598 |
|
|
2018
Q2 | $78K | Sell |
1,015
-85
| -8% | -$6.53K | ﹤0.01% | 1619 |
|
|
2018
Q1 | $88K | Hold |
1,100
| – | – | ﹤0.01% | 1459 |
|
|
2017
Q4 | $88K | Sell |
1,100
-272
| -20% | -$21.8K | ﹤0.01% | 1457 |
|
|
2017
Q3 | $104K | Sell |
1,372
-232
| -14% | -$17.6K | ﹤0.01% | 1519 |
|
|
2017
Q2 | $118K | Buy |
1,604
+166
| +12% | +$12.2K | 0.01% | 1430 |
|
|
2017
Q1 | $108K | Sell |
1,438
-37
| -3% | -$2.78K | ﹤0.01% | 1440 |
|
|
2016
Q4 | $106K | Buy |
1,475
+404
| +38% | +$29K | 0.01% | 1408 |
|
|
2016
Q3 | $70K | Sell |
1,071
-46
| -4% | -$3.01K | ﹤0.01% | 1589 |
|
|
2016
Q2 | $71K | Buy |
1,117
+753
| +207% | +$47.9K | ﹤0.01% | 1545 |
|
|
2016
Q1 | $27K | Sell |
364
-648
| -64% | -$48.1K | ﹤0.01% | 1203 |
|
|
2015
Q4 | $57K | Buy |
+1,012
| New | +$57K | ﹤0.01% | 1515 |
|