Kestra Advisory Services’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
Q2 | $845K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $557K | Sell |
|
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|
2024
Q2 | $638K | Buy |
|
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|
2024
Q1 | $722K | Buy |
|
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|
2023
Q4 | $714K | Sell |
|
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|
2023
Q3 | $702K | Buy |
|
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|
2023
Q2 | $591K | Buy |
|
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|
2023
Q1 | $559K | Sell |
|
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|
2022
Q4 | $679K | Sell |
|
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|
2022
Q3 | $867K | Buy |
|
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|
2022
Q2 | $931K | Buy |
|
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|
2022
Q1 | $860K | Sell |
|
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|
2021
Q4 | $880K | Sell |
|
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|
2021
Q3 | $822K | Sell |
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|
2021
Q2 | $883K | Buy |
|
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|
2021
Q1 | $622K | Sell |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $439K | Buy |
|