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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.5K | Hold |
440
| – | – | 0.01% | 283 |
|
|
2025
Q4 | $57.1K | Sell |
440
-18
| -4% | -$2.28K | 0.01% | 294 |
|
|
2025
Q3 | $59.7K | Sell |
458
-42
| -8% | -$4.97K | 0.01% | 286 |
|
|
2025
Q2 | $55.3K | Hold |
500
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $47.8K | Hold |
500
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $48.5K | Hold |
500
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $45.1K | Hold |
500
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $41.9K | Sell |
500
-500
| -50% | -$45.4K | ﹤0.01% | 308 |
|
|
2024
Q1 | $97.7K | Hold |
1,000
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $98.9K | Hold |
1,000
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $84.4K | Hold |
1,000
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $90.3K | Hold |
1,000
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $89.1K | Hold |
1,000
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $90.6K | Hold |
1,000
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $88K | Hold |
1,000
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $96K | Hold |
1,000
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $118K | Hold |
1,000
| – | – | 0.02% | 215 |
|
|
2021
Q4 | $108K | Hold |
1,000
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $100K | Hold |
1,000
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $103K | Sell |
1,000
-575
| -37% | -$56.8K | 0.01% | 224 |
|
|
2021
Q1 | $140K | Hold |
1,575
| – | – | 0.02% | 204 |
|
|
2020
Q4 | $120K | Hold |
1,575
| – | – | 0.02% | 197 |
|
|
2020
Q3 | $92K | Hold |
1,575
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $84K | Buy |
+1,575
| New | +$80.3K | 0.02% | 199 |
|
|
2016
Q4 | – | Sell |
-1,543
| Closed | -$101K | – | 589 |
|
|
2016
Q3 | $101K | Buy |
+1,543
| New | +$100K | 0.01% | 352 |
|
|
2016
Q1 | – | Sell |
-81
| Closed | -$5K | – | 541 |
|
|
2015
Q4 | $5K | Buy |
+81
| New | +$4.66K | ﹤0.01% | 396 |
|
Other funds holding BMO
VCM
