Montag & Associates’s MetLife MET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$863K Hold
10,737
0.04% 253
2025
Q1
$862K Hold
10,737
0.04% 253
2024
Q4
$879K Sell
10,737
-1,200
-10% -$98.3K 0.04% 256
2024
Q3
$985K Sell
11,937
-305
-2% -$25.2K 0.05% 248
2024
Q2
$859K Buy
12,242
+305
+3% +$21.4K 0.04% 246
2024
Q1
$885K Hold
11,937
0.04% 259
2023
Q4
$789K Hold
11,937
0.04% 257
2023
Q3
$751K Sell
11,937
-105
-0.9% -$6.61K 0.05% 252
2023
Q2
$681K Hold
12,042
0.04% 258
2023
Q1
$698K Hold
12,042
0.05% 248
2022
Q4
$871K Hold
12,042
0.06% 217
2022
Q3
$732K Sell
12,042
-225
-2% -$13.7K 0.05% 232
2022
Q2
$770K Hold
12,267
0.05% 229
2022
Q1
$862K Buy
12,267
+225
+2% +$15.8K 0.05% 238
2021
Q4
$753K Hold
12,042
0.04% 260
2021
Q3
$743K Hold
12,042
0.04% 253
2021
Q2
$721K Sell
12,042
-863
-7% -$51.7K 0.04% 261
2021
Q1
$784K Hold
12,905
0.04% 242
2020
Q4
$606K Sell
12,905
-430
-3% -$20.2K 0.04% 257
2020
Q3
$496K Buy
13,335
+1,100
+9% +$40.9K 0.04% 230
2020
Q2
$447K Sell
12,235
-8,060
-40% -$294K 0.04% 227
2020
Q1
$620K Sell
20,295
-3,900
-16% -$119K 0.06% 201
2019
Q4
$1.23M Sell
24,195
-1,600
-6% -$81.5K 0.1% 171
2019
Q3
$1.22M Hold
25,795
0.11% 165
2019
Q2
$1.28M Sell
25,795
-17,255
-40% -$857K 0.11% 156
2019
Q1
$1.83M Sell
43,050
-3,706
-8% -$158K 0.17% 125
2018
Q4
$1.92M Sell
46,756
-10,197
-18% -$419K 0.21% 112
2018
Q3
$2.66M Buy
56,953
+4,833
+9% +$226K 0.23% 104
2018
Q2
$2.27M Buy
52,120
+96
+0.2% +$4.19K 0.23% 110
2018
Q1
$2.39M Sell
52,024
-50,220
-49% -$2.3M 0.25% 112
2017
Q4
$5.17M Buy
102,244
+626
+0.6% +$31.6K 0.5% 57
2017
Q3
$5.28M Sell
101,618
-12,409
-11% -$645K 0.57% 49
2017
Q2
$5.58M Sell
114,027
-8,640
-7% -$423K 0.63% 47
2017
Q1
$5.78M Sell
122,667
-24,113
-16% -$1.14M 0.65% 47
2016
Q4
$7.05M Buy
146,780
+85,512
+140% +$4.11M 0.83% 31
2016
Q3
$2.43M Buy
+61,268
New +$2.43M 0.31% 98
2016
Q1
Sell
-38,288
Closed -$1.65M 240
2015
Q4
$1.65M Buy
+38,288
New +$1.65M 0.24% 108
2013
Q4
Sell
-8,002
Closed -$335K 233
2013
Q3
$335K Hold
8,002
0.06% 179
2013
Q2
$326K Buy
+8,002
New +$326K 0.07% 173