Legacy Financial Advisors’s Bank of Montreal BMO Stock Holding History

Legacy Financial Advisors’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$417K	Buy
2025 Q2	$232K	Sell
2025 Q1	$228K	Buy
2019 Q2	–	Sell
2019 Q1	$13K	Buy
2018 Q4	$9K	Sell
2018 Q3	$37K	Buy
2018 Q2	$19K	Sell
2018 Q1	$19K	Sell
2017 Q4	$236K	Buy