Natixis Advisors’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 | $6.06M | Buy |
54,744
+3,565
| +7% | +$394K | 0.01% | 782 |
|
|
2025
Q1 | $4.89M | Buy |
51,179
+15,004
| +41% | +$1.43M | 0.01% | 824 |
|
|
2024
Q4 | $3.51M | Buy |
36,175
+5,185
| +17% | +$503K | 0.01% | 930 |
|
|
2024
Q3 | $2.8M | Buy |
30,990
+2,177
| +8% | +$196K | 0.01% | 982 |
|
|
2024
Q2 | $2.42M | Sell |
28,813
-12,500
| -30% | -$1.05M | 0.01% | 990 |
|
|
2024
Q1 | $4.04M | Buy |
41,313
+3,372
| +9% | +$329K | 0.01% | 852 |
|
|
2023
Q4 | $3.75M | Buy |
37,941
+4,561
| +14% | +$451K | 0.01% | 835 |
|
|
2023
Q3 | $2.82M | Buy |
33,380
+1,985
| +6% | +$167K | 0.01% | 880 |
|
|
2023
Q2 | $2.84M | Buy |
31,395
+5,589
| +22% | +$505K | 0.01% | 873 |
|
|
2023
Q1 | $2.3M | Sell |
25,806
-1,253
| -5% | -$112K | 0.01% | 908 |
|
|
2022
Q4 | $2.45M | Sell |
27,059
-6,279
| -19% | -$569K | 0.01% | 880 |
|
|
2022
Q3 | $2.92M | Buy |
33,338
+8,682
| +35% | +$761K | 0.01% | 780 |
|
|
2022
Q2 | $2.37M | Sell |
24,656
-1,032
| -4% | -$99.2K | 0.01% | 860 |
|
|
2022
Q1 | $3.03M | Buy |
25,688
+4,780
| +23% | +$564K | 0.01% | 838 |
|
|
2021
Q4 | $2.25M | Buy |
20,908
+3,949
| +23% | +$425K | 0.01% | 908 |
|
|
2021
Q3 | $1.69M | Sell |
16,959
-1,299
| -7% | -$130K | 0.01% | 958 |
|
|
2021
Q2 | $1.87M | Buy |
18,258
+2,675
| +17% | +$274K | 0.01% | 929 |
|
|
2021
Q1 | $1.39M | Buy |
15,583
+705
| +5% | +$62.8K | 0.01% | 977 |
|
|
2020
Q4 | $1.13M | Buy |
14,878
+2,146
| +17% | +$163K | 0.01% | 983 |
|
|
2020
Q3 | $744K | Buy |
12,732
+1,107
| +10% | +$64.7K | ﹤0.01% | 991 |
|
|
2020
Q2 | $617K | Buy |
+11,625
| New | +$617K | ﹤0.01% | 1033 |
|
|
2020
Q1 | – | Sell |
-13,136
| Closed | -$1.02M | – | 1164 |
|
|
2019
Q4 | $1.02M | Buy |
13,136
+626
| +5% | +$48.5K | 0.01% | 976 |
|
|
2019
Q3 | $923K | Buy |
12,510
+1,376
| +12% | +$102K | 0.01% | 949 |
|
|
2019
Q2 | $840K | Buy |
+11,134
| New | +$840K | 0.01% | 949 |
|
|
2018
Q4 | – | Sell |
-15,032
| Closed | -$1.24M | – | 1084 |
|
|
2018
Q3 | $1.24M | Buy |
15,032
+1,300
| +9% | +$107K | 0.01% | 899 |
|
|
2018
Q2 | $1.06M | Buy |
+13,732
| New | +$1.06M | 0.01% | 923 |
|
|
2016
Q4 | – | Sell |
-10,242
| Closed | -$672K | – | 1014 |
|
|
2016
Q3 | $672K | Buy |
+10,242
| New | +$672K | 0.01% | 864 |
|
|
2014
Q3 | – | Sell |
-4,707
| Closed | -$346K | – | 1031 |
|
|
2014
Q2 | $346K | Buy |
4,707
+1,080
| +30% | +$79.4K | 0.01% | 1108 |
|
|
2014
Q1 | $243K | Buy |
+3,627
| New | +$243K | ﹤0.01% | 1145 |
|