JNBA Financial 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
Q3 | $59.7K | Sell |
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|
2025
Q2 | $55.3K | Hold |
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|
2025
Q1 | $47.8K | Hold |
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|
2024
Q4 | $48.5K | Hold |
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|
2024
Q3 | $45.1K | Hold |
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|
2024
Q2 | $41.9K | Sell |
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|
2024
Q1 | $97.7K | Hold |
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|
2023
Q4 | $98.9K | Hold |
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|
2023
Q3 | $84.4K | Hold |
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|
2023
Q2 | $90.3K | Hold |
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|
2023
Q1 | $89.1K | Hold |
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|
2022
Q4 | $90.6K | Hold |
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|
2022
Q3 | $88K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $108K | Hold |
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|
2021
Q3 | $100K | Hold |
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|
2021
Q2 | $103K | Sell |
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|
2021
Q1 | $140K | Hold |
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|
2020
Q4 | $120K | Hold |
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|
2020
Q3 | $92K | Hold |
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|
2020
Q2 | $84K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $101K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Buy |
|