LPL Financial’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 | $42.6M | Buy |
384,717
+32,193
| +9% | +$3.56M | 0.01% | 849 |
|
|
2025
Q1 | $33.7M | Buy |
352,524
+28,256
| +9% | +$2.7M | 0.01% | 878 |
|
|
2024
Q4 | $31.5M | Buy |
324,268
+238,193
| +277% | +$23.1M | 0.01% | 853 |
|
|
2024
Q3 | $7.76M | Buy |
86,075
+12,748
| +17% | +$1.15M | ﹤0.01% | 1653 |
|
|
2024
Q2 | $6.15M | Buy |
73,327
+11,628
| +19% | +$975K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $6.03M | Buy |
61,699
+3,224
| +6% | +$315K | ﹤0.01% | 1641 |
|
|
2023
Q4 | $5.79M | Buy |
58,475
+610
| +1% | +$60.4K | ﹤0.01% | 1590 |
|
|
2023
Q3 | $4.88M | Buy |
57,865
+1,000
| +2% | +$84.4K | ﹤0.01% | 1604 |
|
|
2023
Q2 | $5.14M | Buy |
56,865
+1,134
| +2% | +$102K | ﹤0.01% | 1539 |
|
|
2023
Q1 | $4.97M | Sell |
55,731
-3,005
| -5% | -$268K | ﹤0.01% | 1515 |
|
|
2022
Q4 | $5.32M | Buy |
58,736
+1,370
| +2% | +$124K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $5.03M | Sell |
57,366
-744
| -1% | -$65.2K | ﹤0.01% | 1371 |
|
|
2022
Q2 | $5.59M | Sell |
58,110
-3,388
| -6% | -$326K | 0.01% | 1316 |
|
|
2022
Q1 | $7.26M | Buy |
61,498
+1,903
| +3% | +$224K | 0.01% | 1193 |
|
|
2021
Q4 | $6.42M | Buy |
59,595
+3,897
| +7% | +$420K | 0.01% | 1288 |
|
|
2021
Q3 | $5.56M | Buy |
55,698
+1,058
| +2% | +$106K | 0.01% | 1328 |
|
|
2021
Q2 | $5.6M | Sell |
54,640
-668
| -1% | -$68.5K | 0.01% | 1253 |
|
|
2021
Q1 | $4.93M | Buy |
55,308
+2,062
| +4% | +$184K | 0.01% | 1235 |
|
|
2020
Q4 | $4.05M | Buy |
53,246
+655
| +1% | +$49.8K | 0.01% | 1227 |
|
|
2020
Q3 | $3.07M | Sell |
52,591
-10,161
| -16% | -$594K | ﹤0.01% | 1207 |
|
|
2020
Q2 | $3.33M | Buy |
62,752
+6,301
| +11% | +$334K | 0.01% | 1071 |
|
|
2020
Q1 | $2.84M | Buy |
56,451
+3,354
| +6% | +$169K | 0.01% | 995 |
|
|
2019
Q4 | $4.12M | Buy |
53,097
+492
| +0.9% | +$38.1K | 0.01% | 930 |
|
|
2019
Q3 | $3.88M | Buy |
52,605
+4,638
| +10% | +$342K | 0.01% | 902 |
|
|
2019
Q2 | $3.62M | Sell |
47,967
-339
| -0.7% | -$25.6K | 0.01% | 925 |
|
|
2019
Q1 | $3.61M | Buy |
48,306
+1,577
| +3% | +$118K | 0.01% | 898 |
|
|
2018
Q4 | $3.05M | Buy |
46,729
+1,366
| +3% | +$89.3K | 0.01% | 893 |
|
|
2018
Q3 | $3.74M | Sell |
45,363
-1,167
| -3% | -$96.3K | 0.01% | 862 |
|
|
2018
Q2 | $3.6M | Buy |
46,530
+10,354
| +29% | +$800K | 0.01% | 852 |
|
|
2018
Q1 | $2.73M | Buy |
36,176
+4,408
| +14% | +$333K | 0.01% | 942 |
|
|
2017
Q4 | $2.54M | Buy |
31,768
+3,003
| +10% | +$240K | 0.01% | 918 |
|
|
2017
Q3 | $2.18M | Sell |
28,765
-1,094
| -4% | -$82.8K | 0.01% | 939 |
|
|
2017
Q2 | $2.19M | Sell |
29,859
-4,306
| -13% | -$316K | 0.01% | 880 |
|
|
2017
Q1 | $2.55M | Sell |
34,165
-1,321
| -4% | -$98.5K | 0.02% | 711 |
|
|
2016
Q4 | $2.56M | Sell |
35,486
-1,820
| -5% | -$132K | 0.02% | 674 |
|
|
2016
Q3 | $2.38M | Sell |
37,306
-557
| -1% | -$35.6K | 0.02% | 675 |
|
|
2016
Q2 | $2.41M | Sell |
37,863
-34,522
| -48% | -$2.2M | 0.02% | 669 |
|
|
2016
Q1 | $4.32M | Buy |
72,385
+7,712
| +12% | +$460K | 0.01% | 795 |
|
|
2015
Q4 | $3.54M | Buy |
64,673
+33,933
| +110% | +$1.86M | 0.01% | 870 |
|
|
2015
Q3 | $1.73M | Buy |
30,740
+19,461
| +173% | +$1.1M | 0.01% | 910 |
|
|
2015
Q2 | $660K | Sell |
11,279
-1,564
| -12% | -$91.5K | ﹤0.01% | 1677 |
|
|
2015
Q1 | $772K | Sell |
12,843
-3,451
| -21% | -$207K | ﹤0.01% | 1547 |
|
|
2014
Q4 | $1.15M | Buy |
16,294
+148
| +0.9% | +$10.5K | 0.01% | 1210 |
|
|
2014
Q3 | $1.18M | Sell |
16,146
-389
| -2% | -$28.5K | 0.01% | 1162 |
|
|
2014
Q2 | $1.22M | Sell |
16,535
-1,720
| -9% | -$127K | 0.01% | 1184 |
|
|
2014
Q1 | $1.22M | Sell |
18,255
-72
| -0.4% | -$4.82K | 0.01% | 1133 |
|
|
2013
Q4 | $1.22M | Buy |
18,327
+7,029
| +62% | +$469K | 0.01% | 1109 |
|
|
2013
Q3 | $768K | Buy |
11,298
+2,190
| +24% | +$149K | 0.01% | 1343 |
|
|
2013
Q2 | $529K | Buy |
+9,108
| New | +$529K | ﹤0.01% | 1523 |
|