Lorne Steinberg Wealth Management’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 | $10.2M | Buy |
92,014
+17,883
| +24% | +$1.98M | 2.66% | 10 |
|
|
2025
Q1 | $7.09M | Buy |
74,131
+5,191
| +8% | +$496K | 2.07% | 18 |
|
|
2024
Q4 | $6.69M | Sell |
68,940
-301
| -0.4% | -$29.2K | 1.94% | 22 |
|
|
2024
Q3 | $6.25M | Sell |
69,241
-253
| -0.4% | -$22.8K | 1.81% | 26 |
|
|
2024
Q2 | $5.83M | Sell |
69,494
-20
| -0% | -$1.68K | 1.88% | 24 |
|
|
2024
Q1 | $6.79M | Buy |
69,514
+298
| +0.4% | +$29.1K | 2.12% | 20 |
|
|
2023
Q4 | $6.85M | Buy |
69,216
+3,162
| +5% | +$313K | 2.3% | 13 |
|
|
2023
Q3 | $5.6M | Buy |
66,054
+7,855
| +13% | +$666K | 2.15% | 17 |
|
|
2023
Q2 | $5.26M | Buy |
58,199
+808
| +1% | +$73K | 1.98% | 23 |
|
|
2023
Q1 | $5.11M | Buy |
57,391
+14,187
| +33% | +$1.26M | 2.04% | 20 |
|
|
2022
Q4 | $3.91M | Buy |
43,204
+841
| +2% | +$76.2K | 1.68% | 28 |
|
|
2022
Q3 | $3.74M | Buy |
42,363
+24,886
| +142% | +$2.2M | 1.82% | 25 |
|
|
2022
Q2 | $1.68M | Buy |
17,477
+185
| +1% | +$17.8K | 0.79% | 47 |
|
|
2022
Q1 | $2.04M | Buy |
17,292
+30
| +0.2% | +$3.53K | 0.94% | 41 |
|
|
2021
Q4 | $1.85M | Sell |
17,262
-415
| -2% | -$44.6K | 0.8% | 43 |
|
|
2021
Q3 | $1.75M | Sell |
17,677
-2,240
| -11% | -$222K | 0.85% | 41 |
|
|
2021
Q2 | $2.04M | Buy |
19,917
+155
| +0.8% | +$15.9K | 1% | 41 |
|
|
2021
Q1 | $1.76M | Sell |
19,762
-6,836
| -26% | -$609K | 0.93% | 41 |
|
|
2020
Q4 | $2.03M | Buy |
+26,598
| New | +$2.03M | 1.26% | 36 |
|