Janney Montgomery Scott’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 | $2.68M | Sell |
24,218
-67
| -0.3% | -$7.41K | 0.01% | 1081 |
|
|
2025
Q1 | $2.32M | Sell |
24,285
-673
| -3% | -$64.3K | 0.01% | 1096 |
|
|
2024
Q4 | $2.42M | Buy |
24,958
+14,584
| +141% | +$1.42M | 0.01% | 1069 |
|
|
2024
Q3 | $936K | Sell |
10,374
-4,582
| -31% | -$413K | ﹤0.01% | 1538 |
|
|
2024
Q2 | $1.25M | Sell |
14,956
-66
| -0.4% | -$5.53K | ﹤0.01% | 1326 |
|
|
2024
Q1 | $1.47M | Buy |
15,022
+1,005
| +7% | +$98.1K | ﹤0.01% | 1305 |
|
|
2023
Q4 | $1.39M | Sell |
14,017
-1,562
| -10% | -$155K | ﹤0.01% | 1274 |
|
|
2023
Q3 | $1.31M | Sell |
15,579
-752
| -5% | -$63.4K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $1.48M | Buy |
+16,331
| New | +$1.48M | 0.01% | 1217 |
|
|
2023
Q1 | – | Sell |
-15,869
| Closed | -$1.44M | – | 2563 |
|
|
2022
Q4 | $1.44M | Buy |
15,869
+600
| +4% | +$54.4K | 0.01% | 1177 |
|
|
2022
Q3 | $1.34M | Buy |
+15,269
| New | +$1.34M | 0.01% | 1170 |
|
|
2021
Q1 | – | Sell |
-10,434
| Closed | -$793K | – | 2249 |
|
|
2020
Q4 | $793K | Sell |
10,434
-441
| -4% | -$33.5K | ﹤0.01% | 1294 |
|
|
2020
Q3 | $635K | Buy |
10,875
+1,261
| +13% | +$73.6K | ﹤0.01% | 1314 |
|
|
2020
Q2 | $510K | Sell |
9,614
-17,471
| -65% | -$927K | ﹤0.01% | 1354 |
|
|
2020
Q1 | $1.36M | Sell |
27,085
-6,001
| -18% | -$302K | 0.01% | 832 |
|
|
2019
Q4 | $2.56M | Buy |
33,086
+956
| +3% | +$74.1K | 0.02% | 692 |
|
|
2019
Q3 | $2.37M | Buy |
32,130
+3,798
| +13% | +$280K | 0.02% | 688 |
|
|
2019
Q2 | $2.14M | Sell |
28,332
-1,857
| -6% | -$140K | 0.02% | 707 |
|
|
2019
Q1 | $2.26M | Buy |
30,189
+1,488
| +5% | +$111K | 0.02% | 654 |
|
|
2018
Q4 | $1.88M | Sell |
28,701
-554
| -2% | -$36.2K | 0.02% | 660 |
|
|
2018
Q3 | $2.41M | Buy |
29,255
+1,097
| +4% | +$90.5K | 0.02% | 642 |
|
|
2018
Q2 | $2.18M | Buy |
28,158
+958
| +4% | +$74K | 0.02% | 652 |
|
|
2018
Q1 | $2.06M | Buy |
27,200
+3,622
| +15% | +$274K | 0.02% | 642 |
|
|
2017
Q4 | $1.89M | Buy |
23,578
+2,898
| +14% | +$232K | 0.02% | 666 |
|
|
2017
Q3 | $1.57M | Buy |
20,680
+1,574
| +8% | +$119K | 0.02% | 723 |
|
|
2017
Q2 | $1.4M | Buy |
19,106
+2,378
| +14% | +$175K | 0.02% | 719 |
|
|
2017
Q1 | $1.25M | Buy |
16,728
+768
| +5% | +$57.4K | 0.02% | 747 |
|
|
2016
Q4 | $1.15M | Sell |
15,960
-704
| -4% | -$50.6K | 0.02% | 719 |
|
|
2016
Q3 | $1.09M | Buy |
+16,664
| New | +$1.09M | 0.02% | 625 |
|
|
2016
Q2 | – | Sell |
-15,541
| Closed | -$943K | – | 722 |
|
|
2016
Q1 | $943K | Sell |
15,541
-1,043
| -6% | -$63.3K | 0.02% | 538 |
|
|
2015
Q4 | $936K | Buy |
16,584
+803
| +5% | +$45.3K | 0.02% | 569 |
|
|
2015
Q3 | $861K | Sell |
15,781
-12,700
| -45% | -$693K | 0.02% | 591 |
|
|
2015
Q2 | $1.69M | Buy |
28,481
+9,124
| +47% | +$541K | 0.04% | 548 |
|
|
2015
Q1 | $1.16M | Sell |
19,357
-742
| -4% | -$44.5K | 0.02% | 813 |
|
|
2014
Q4 | $1.42M | Buy |
20,099
+1,210
| +6% | +$85.6K | 0.03% | 698 |
|
|
2014
Q3 | $1.39M | Buy |
18,889
+650
| +4% | +$47.9K | 0.03% | 683 |
|
|
2014
Q2 | $1.34M | Sell |
18,239
-610
| -3% | -$44.9K | 0.03% | 680 |
|
|
2014
Q1 | $1.26M | Buy |
18,849
+2,065
| +12% | +$138K | 0.03% | 647 |
|
|
2013
Q4 | $1.12M | Sell |
16,784
-165
| -1% | -$11K | 0.03% | 671 |
|
|
2013
Q3 | $1.13M | Buy |
16,949
+4,400
| +35% | +$294K | 0.03% | 605 |
|
|
2013
Q2 | $728K | Buy |
+12,549
| New | +$728K | 0.08% | 305 |
|