Legacy 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 | $539K | Sell |
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|
2025
Q4 | $532K | Buy |
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|
2025
Q3 | $417K | Buy |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $37K | Buy |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $19K | Sell |
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|
2017
Q4 | $236K | Buy |
|