Kestra Private Wealth 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	$821K	Buy	+7,420	New	+$821K	0.01%	816
2022 Q2	–	Sell	-1,787	Closed	-$211K	–	928
2022 Q1	$211K	Buy	+1,787	New	+$211K	0.01%	876