Lindbrook Capital’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
Q1 | $269K | Buy |
2,815
+70
| +3% | +$6.69K | 0.02% | 339 |
|
|
2024
Q4 | $266K | Buy |
2,745
+155
| +6% | +$15K | 0.02% | 330 |
|
|
2024
Q3 | $234K | Buy |
2,590
+61
| +2% | +$5.5K | 0.02% | 359 |
|
|
2024
Q2 | $212K | Buy |
2,529
+9
| +0.4% | +$755 | 0.02% | 349 |
|
|
2024
Q1 | $246K | Buy |
2,520
+46
| +2% | +$4.49K | 0.02% | 315 |
|
|
2023
Q4 | $245K | Buy |
2,474
+287
| +13% | +$28.4K | 0.02% | 309 |
|
|
2023
Q3 | $185K | Buy |
2,187
+21
| +1% | +$1.77K | 0.02% | 337 |
|
|
2023
Q2 | $196K | Sell |
2,166
-18
| -0.8% | -$1.63K | 0.02% | 331 |
|
|
2023
Q1 | $195K | Buy |
2,184
+109
| +5% | +$9.71K | 0.02% | 318 |
|
|
2022
Q4 | $188K | Sell |
2,075
-282
| -12% | -$25.5K | 0.02% | 340 |
|
|
2022
Q3 | $207K | Buy |
2,357
+44
| +2% | +$3.86K | 0.03% | 265 |
|
|
2022
Q2 | $222K | Buy |
2,313
+186
| +9% | +$17.9K | 0.04% | 265 |
|
|
2022
Q1 | $251K | Hold |
2,127
| – | – | 0.04% | 246 |
|
|
2021
Q4 | $229K | Buy |
2,127
+7
| +0.3% | +$754 | 0.03% | 275 |
|
|
2021
Q3 | $211K | Buy |
2,120
+101
| +5% | +$10.1K | 0.06% | 138 |
|
|
2021
Q2 | $207K | Hold |
2,019
| – | – | 0.05% | 158 |
|
|
2021
Q1 | $180K | Buy |
2,019
+11
| +0.5% | +$981 | 0.04% | 167 |
|
|
2020
Q4 | $153K | Hold |
2,008
| – | – | 0.04% | 172 |
|
|
2020
Q3 | $117K | Sell |
2,008
-105
| -5% | -$6.12K | 0.03% | 179 |
|
|
2020
Q2 | $112K | Buy |
2,113
+1,860
| +735% | +$98.6K | 0.03% | 183 |
|
|
2020
Q1 | $13K | Sell |
253
-1,522
| -86% | -$78.2K | ﹤0.01% | 676 |
|
|
2019
Q4 | $138K | Buy |
1,775
+100
| +6% | +$7.78K | 0.05% | 195 |
|
|
2019
Q3 | $124K | Buy |
1,675
+969
| +137% | +$71.7K | 0.05% | 197 |
|
|
2019
Q2 | $53K | Hold |
706
| – | – | 0.02% | 400 |
|
|
2019
Q1 | $52K | Hold |
706
| – | – | 0.02% | 388 |
|
|
2018
Q4 | $46K | Buy |
+706
| New | +$46K | 0.02% | 371 |
|