Kestra Advisory Services’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 | $845K | Buy |
7,638
+1,620
| +27% | +$179K | ﹤0.01% | 1595 |
|
|
2025
Q1 | $575K | Sell |
6,018
-562
| -9% | -$53.7K | ﹤0.01% | 1722 |
|
|
2024
Q4 | $639K | Buy |
6,580
+410
| +7% | +$39.8K | ﹤0.01% | 1700 |
|
|
2024
Q3 | $557K | Sell |
6,170
-1,437
| -19% | -$130K | ﹤0.01% | 1698 |
|
|
2024
Q2 | $638K | Buy |
7,607
+213
| +3% | +$17.9K | ﹤0.01% | 1613 |
|
|
2024
Q1 | $722K | Buy |
7,394
+174
| +2% | +$17K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $714K | Sell |
7,220
-1,099
| -13% | -$109K | 0.01% | 1307 |
|
|
2023
Q3 | $702K | Buy |
8,319
+1,778
| +27% | +$150K | 0.01% | 1178 |
|
|
2023
Q2 | $591K | Buy |
6,541
+266
| +4% | +$24K | 0.01% | 1242 |
|
|
2023
Q1 | $559K | Sell |
6,275
-1,220
| -16% | -$109K | 0.01% | 1219 |
|
|
2022
Q4 | $679K | Sell |
7,495
-2,402
| -24% | -$218K | 0.01% | 1232 |
|
|
2022
Q3 | $867K | Buy |
9,897
+221
| +2% | +$19.4K | 0.01% | 1040 |
|
|
2022
Q2 | $931K | Buy |
9,676
+2,386
| +33% | +$230K | 0.01% | 1006 |
|
|
2022
Q1 | $860K | Sell |
7,290
-883
| -11% | -$104K | 0.01% | 1027 |
|
|
2021
Q4 | $880K | Sell |
8,173
-65
| -0.8% | -$7K | 0.01% | 1039 |
|
|
2021
Q3 | $822K | Sell |
8,238
-370
| -4% | -$36.9K | 0.01% | 1119 |
|
|
2021
Q2 | $883K | Buy |
8,608
+1,630
| +23% | +$167K | 0.01% | 1003 |
|
|
2021
Q1 | $622K | Sell |
6,978
-1,851
| -21% | -$165K | 0.01% | 1091 |
|
|
2020
Q4 | $669K | Buy |
8,829
+8,717
| +7,783% | +$661K | 0.01% | 1059 |
|
|
2020
Q3 | $439K | Buy |
+112
| New | +$439K | 0.01% | 946 |
|