Magnus Financial Group’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 | $316K | Sell |
2,857
-70
| -2% | -$7.74K | 0.03% | 289 |
|
|
2025
Q1 | $280K | Buy |
2,927
+70
| +2% | +$6.69K | 0.03% | 291 |
|
|
2024
Q4 | $277K | Hold |
2,857
| – | – | 0.03% | 283 |
|
|
2024
Q3 | $258K | Hold |
2,857
| – | – | 0.03% | 289 |
|
|
2024
Q2 | $240K | Hold |
2,857
| – | – | 0.03% | 283 |
|
|
2024
Q1 | $279K | Hold |
2,857
| – | – | 0.03% | 258 |
|
|
2023
Q4 | $283K | Hold |
2,857
| – | – | 0.04% | 228 |
|
|
2023
Q3 | $241K | Hold |
2,857
| – | – | 0.04% | 228 |
|
|
2023
Q2 | $258K | Sell |
2,857
-8
| -0.3% | -$722 | 0.04% | 227 |
|
|
2023
Q1 | $255K | Hold |
2,865
| – | – | 0.04% | 233 |
|
|
2022
Q4 | $260K | Sell |
2,865
-4
| -0.1% | -$362 | 0.04% | 216 |
|
|
2022
Q3 | $251K | Sell |
2,869
-1,460
| -34% | -$128K | 0.05% | 207 |
|
|
2022
Q2 | $416K | Buy |
4,329
+4
| +0.1% | +$384 | 0.08% | 168 |
|
|
2022
Q1 | $510K | Sell |
4,325
-100
| -2% | -$11.8K | 0.09% | 160 |
|
|
2021
Q4 | $477K | Sell |
4,425
-90
| -2% | -$9.7K | 0.09% | 146 |
|
|
2021
Q3 | $450K | Buy |
4,515
+1,750
| +63% | +$174K | 0.1% | 147 |
|
|
2021
Q2 | $284K | Hold |
2,765
| – | – | 0.06% | 191 |
|
|
2021
Q1 | $246K | Hold |
2,765
| – | – | 0.06% | 195 |
|
|
2020
Q4 | $210K | Buy |
+2,765
| New | +$210K | 0.02% | 293 |
|