Independent Financial Group’s Bank of Montreal BMO Stock Holding History

Independent Financial Group’s Portfolio BMO Stock Details BMO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Sell
2025 Q4	$219K	Sell
2025 Q3	$237K	Buy
2024 Q2	–	Sell
2024 Q1	$211K	Hold
2023 Q4	$213K	Sell
2023 Q3	$208K	Buy