Natixis’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 | $746K | Buy |
6,739
+467
| +7% | +$51.7K | ﹤0.01% | 639 |
|
|
2025
Q1 | $597K | Buy |
6,272
+1,140
| +22% | +$108K | ﹤0.01% | 614 |
|
|
2024
Q4 | $498K | Buy |
5,132
+4,930
| +2,441% | +$478K | ﹤0.01% | 695 |
|
|
2024
Q3 | $18.2K | Sell |
202
-4
| -2% | -$361 | ﹤0.01% | 816 |
|
|
2024
Q2 | $17.3K | Buy |
206
+118
| +134% | +$9.9K | ﹤0.01% | 810 |
|
|
2024
Q1 | $8.6K | Buy |
+88
| New | +$8.6K | ﹤0.01% | 880 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$89 | – | 1018 |
|
|
2023
Q1 | $89 | Hold |
1
| – | – | ﹤0.01% | 949 |
|
|
2022
Q4 | $91 | Sell |
1
-2,294
| -100% | -$209K | ﹤0.01% | 998 |
|
|
2022
Q3 | $205K | Buy |
2,295
+73
| +3% | +$6.52K | ﹤0.01% | 922 |
|
|
2022
Q2 | $212K | Sell |
2,222
-3,770
| -63% | -$360K | ﹤0.01% | 969 |
|
|
2022
Q1 | $706K | Sell |
5,992
-57,361
| -91% | -$6.76M | ﹤0.01% | 928 |
|
|
2021
Q4 | $6.83M | Buy |
63,353
+11,691
| +23% | +$1.26M | 0.02% | 486 |
|
|
2021
Q3 | $5.16M | Sell |
51,662
-2,725
| -5% | -$272K | 0.02% | 526 |
|
|
2021
Q2 | $5.58M | Buy |
54,387
+28,180
| +108% | +$2.89M | 0.02% | 358 |
|
|
2021
Q1 | $2.34M | Buy |
26,207
+8,176
| +45% | +$729K | 0.01% | 666 |
|
|
2020
Q4 | $1.37M | Buy |
+18,031
| New | +$1.37M | 0.01% | 750 |
|
|
2020
Q3 | – | Sell |
-10,111
| Closed | -$537K | – | 770 |
|
|
2020
Q2 | $537K | Sell |
10,111
-20,652
| -67% | -$1.1M | ﹤0.01% | 610 |
|
|
2020
Q1 | $1.54M | Sell |
30,763
-15,263
| -33% | -$762K | 0.01% | 420 |
|
|
2019
Q4 | $3.57M | Buy |
46,026
+17,774
| +63% | +$1.38M | 0.02% | 465 |
|
|
2019
Q3 | $2.08M | Buy |
+28,252
| New | +$2.08M | 0.01% | 481 |
|
|
2019
Q2 | – | Sell |
-48,959
| Closed | -$3.68M | – | 766 |
|
|
2019
Q1 | $3.68M | Buy |
+48,959
| New | +$3.68M | 0.02% | 422 |
|
|
2018
Q3 | – | Sell |
-59,657
| Closed | -$4.61M | – | 826 |
|
|
2018
Q2 | $4.61M | Buy |
59,657
+348
| +0.6% | +$26.9K | 0.02% | 390 |
|
|
2018
Q1 | $4.43M | Sell |
59,309
-13,850
| -19% | -$1.03M | 0.03% | 380 |
|
|
2017
Q4 | $5.85M | Sell |
73,159
-1,041
| -1% | -$83.3K | 0.05% | 284 |
|
|
2017
Q3 | $5.61M | Buy |
+74,200
| New | +$5.61M | 0.05% | 257 |
|
|
2017
Q2 | – | Sell |
-60,910
| Closed | -$4.54M | – | 828 |
|
|
2017
Q1 | $4.54M | Sell |
60,910
-19,988
| -25% | -$1.49M | 0.06% | 237 |
|
|
2016
Q4 | $5.83M | Sell |
80,898
-3,964
| -5% | -$285K | 0.06% | 242 |
|
|
2016
Q3 | $5.55M | Buy |
84,862
+4,477
| +6% | +$293K | 0.06% | 185 |
|
|
2016
Q2 | $5.1M | Sell |
80,385
-8,992
| -10% | -$570K | 0.09% | 165 |
|
|
2016
Q1 | $5.45M | Buy |
89,377
+1,388
| +2% | +$84.6K | 0.09% | 141 |
|
|
2015
Q4 | $4.95M | Sell |
87,989
-16,933
| -16% | -$952K | 0.08% | 122 |
|
|
2015
Q3 | $5.7M | Sell |
104,922
-68,267
| -39% | -$3.71M | 0.12% | 80 |
|
|
2015
Q2 | $10.3M | Sell |
173,189
-12,061
| -7% | -$715K | 0.14% | 103 |
|
|
2015
Q1 | $11.1M | Sell |
185,250
-40,069
| -18% | -$2.4M | 0.15% | 88 |
|
|
2014
Q4 | $16M | Sell |
225,319
-10,922
| -5% | -$775K | 0.22% | 70 |
|
|
2014
Q3 | $17.4M | Sell |
236,241
-11,028
| -4% | -$813K | 0.27% | 69 |
|
|
2014
Q2 | $18.2M | Sell |
247,269
-67,098
| -21% | -$4.95M | 0.22% | 106 |
|
|
2014
Q1 | $21.1M | Buy |
314,367
+17,935
| +6% | +$1.2M | 0.27% | 87 |
|
|
2013
Q4 | $19.8M | Buy |
+296,432
| New | +$19.8M | 0.17% | 116 |
|
|
2013
Q3 | – | Sell |
-233,504
| Closed | -$13.5M | – | 513 |
|
|
2013
Q2 | $13.5M | Buy |
+233,504
| New | +$13.5M | 0.19% | 114 |
|