NBT Bank’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 | $5.1M | Buy |
46,087
+44,075
| +2,191% | +$4.88M | 0.35% | 78 |
|
|
2025
Q1 | $192K | Sell |
2,012
-43,824
| -96% | -$4.19M | 0.01% | 369 |
|
|
2024
Q4 | $4.45M | Hold |
45,836
| – | – | 0.31% | 83 |
|
|
2024
Q3 | $4.13M | Buy |
45,836
+400
| +0.9% | +$36.1K | 0.28% | 88 |
|
|
2024
Q2 | $3.8M | Hold |
45,436
| – | – | 0.27% | 90 |
|
|
2024
Q1 | $4.44M | Hold |
45,436
| – | – | 0.33% | 72 |
|
|
2023
Q4 | $4.5M | Buy |
45,436
+41,811
| +1,153% | +$4.14M | 0.35% | 68 |
|
|
2023
Q3 | $306K | Buy |
+3,625
| New | +$306K | 0.03% | 265 |
|