Jefferies Financial Group’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 | $829K | Hold |
7,492
| – | – | 0.01% | 565 |
|
|
2025
Q1 | $716K | Hold |
7,492
| – | – | 0.01% | 741 |
|
|
2024
Q4 | $727K | Hold |
7,492
| – | – | ﹤0.01% | 752 |
|
|
2024
Q3 | $676K | Hold |
7,492
| – | – | ﹤0.01% | 673 |
|
|
2024
Q2 | $628K | Sell |
7,492
-100
| -1% | -$8.39K | 0.01% | 676 |
|
|
2024
Q1 | $742K | Buy |
7,592
+100
| +1% | +$9.77K | 0.01% | 679 |
|
|
2023
Q4 | $741K | Hold |
7,492
| – | – | ﹤0.01% | 742 |
|
|
2023
Q3 | $632K | Buy |
+7,492
| New | +$632K | 0.01% | 638 |
|