Lorne Steinberg Wealth Management’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
168,991
+10,045
| +6% | +$556K | 2.44% | 14 |
|
|
2025
Q1 | $7.54M | Buy |
158,946
+1,518
| +1% | +$72K | 2.2% | 14 |
|
|
2024
Q4 | $8.45M | Buy |
157,428
+1,398
| +0.9% | +$75K | 2.45% | 13 |
|
|
2024
Q3 | $8.5M | Buy |
156,030
+10,870
| +7% | +$592K | 2.46% | 10 |
|
|
2024
Q2 | $6.64M | Buy |
145,160
+379
| +0.3% | +$17.3K | 2.14% | 17 |
|
|
2024
Q1 | $7.49M | Buy |
144,781
+9,532
| +7% | +$493K | 2.34% | 16 |
|
|
2023
Q4 | $6.59M | Buy |
135,249
+9,694
| +8% | +$472K | 2.21% | 15 |
|
|
2023
Q3 | $5.66M | Buy |
125,555
+7,274
| +6% | +$328K | 2.18% | 16 |
|
|
2023
Q2 | $5.92M | Buy |
118,281
+6,154
| +5% | +$308K | 2.23% | 15 |
|
|
2023
Q1 | $5.64M | Buy |
112,127
+12,047
| +12% | +$606K | 2.25% | 15 |
|
|
2022
Q4 | $4.9M | Buy |
100,080
+2,791
| +3% | +$137K | 2.11% | 18 |
|
|
2022
Q3 | $4.66M | Buy |
97,289
+852
| +0.9% | +$40.8K | 2.26% | 17 |
|
|
2022
Q2 | $5.7M | Buy |
96,437
+1,540
| +2% | +$91.1K | 2.68% | 10 |
|
|
2022
Q1 | $6.8M | Sell |
94,897
-84,589
| -47% | -$6.06M | 3.14% | 7 |
|
|
2021
Q4 | $12.7M | Buy |
179,486
+92,388
| +106% | +$6.53M | 5.45% | 1 |
|
|
2021
Q3 | $5.33M | Buy |
87,098
+6,032
| +7% | +$369K | 2.58% | 16 |
|
|
2021
Q2 | $5.27M | Sell |
81,066
-1,090
| -1% | -$70.9K | 2.59% | 17 |
|
|
2021
Q1 | $5.14M | Buy |
82,156
+8,026
| +11% | +$502K | 2.72% | 13 |
|
|
2020
Q4 | $4.02M | Buy |
+74,130
| New | +$4.02M | 2.5% | 20 |
|