Legacy Financial Advisors’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 | $232K | Sell |
2,093
-293
| -12% | -$32.4K | 0.04% | 314 |
|
|
2025
Q1 | $228K | Buy |
+2,386
| New | +$228K | 0.04% | 324 |
|
|
2019
Q2 | – | Sell |
-174
| Closed | -$13K | – | 218 |
|
|
2019
Q1 | $13K | Buy |
174
+36
| +26% | +$2.69K | ﹤0.01% | 557 |
|
|
2018
Q4 | $9K | Sell |
138
-311
| -69% | -$20.3K | ﹤0.01% | 583 |
|
|
2018
Q3 | $37K | Buy |
449
+210
| +88% | +$17.3K | 0.01% | 280 |
|
|
2018
Q2 | $19K | Sell |
239
-17
| -7% | -$1.35K | 0.01% | 387 |
|
|
2018
Q1 | $19K | Sell |
256
-2,703
| -91% | -$201K | 0.01% | 373 |
|
|
2017
Q4 | $236K | Buy |
+2,959
| New | +$236K | 0.1% | 96 |
|