NorthRock Partners’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 | $1.97M | Sell |
17,776
-377
| -2% | -$41.7K | 0.05% | 136 |
|
|
2025
Q1 | $1.73M | Buy |
18,153
+212
| +1% | +$20.2K | 0.06% | 134 |
|
|
2024
Q4 | $1.74M | Sell |
17,941
-15
| -0.1% | -$1.46K | 0.06% | 131 |
|
|
2024
Q3 | $1.62M | Hold |
17,956
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $1.51M | Sell |
17,956
-1,185
| -6% | -$99.4K | 0.06% | 146 |
|
|
2024
Q1 | $1.87M | Buy |
19,141
+24
| +0.1% | +$2.34K | 0.07% | 127 |
|
|
2023
Q4 | $1.89M | Buy |
19,117
+2,432
| +15% | +$241K | 0.08% | 120 |
|
|
2023
Q3 | $1.41M | Sell |
16,685
-146
| -0.9% | -$12.4K | 0.15% | 72 |
|
|
2023
Q2 | $1.52M | Sell |
16,831
-49
| -0.3% | -$4.43K | 0.17% | 61 |
|
|
2023
Q1 | $1.5M | Buy |
16,880
+16
| +0.1% | +$1.42K | 0.16% | 62 |
|
|
2022
Q4 | $1.53M | Sell |
16,864
-769
| -4% | -$69.6K | 0.17% | 64 |
|
|
2022
Q3 | $1.55M | Sell |
17,633
-190
| -1% | -$16.7K | 0.18% | 58 |
|
|
2022
Q2 | $1.71M | Buy |
17,823
+260
| +1% | +$24.9K | 0.18% | 60 |
|
|
2022
Q1 | $2.07M | Buy |
17,563
+1,068
| +6% | +$126K | 0.19% | 54 |
|
|
2021
Q4 | $1.78M | Sell |
16,495
-889
| -5% | -$95.8K | 0.13% | 67 |
|
|
2021
Q3 | $1.74M | Buy |
17,384
+21
| +0.1% | +$2.1K | 0.14% | 61 |
|
|
2021
Q2 | $1.78M | Sell |
17,363
-18
| -0.1% | -$1.85K | 0.15% | 54 |
|
|
2021
Q1 | $1.55M | Sell |
17,381
-11
| -0.1% | -$980 | 0.14% | 61 |
|
|
2020
Q4 | $1.32M | Sell |
17,392
-955
| -5% | -$72.5K | 0.13% | 67 |
|
|
2020
Q3 | $1.07M | Buy |
18,347
+4,909
| +37% | +$286K | 0.12% | 72 |
|
|
2020
Q2 | $971K | Sell |
13,438
-7,640
| -36% | -$552K | 0.12% | 79 |
|
|
2020
Q1 | $1.05M | Buy |
21,078
+5,299
| +34% | +$264K | 0.15% | 72 |
|
|
2019
Q4 | $1.59M | Buy |
15,779
+10,409
| +194% | +$1.05M | 0.17% | 76 |
|
|
2019
Q3 | $396K | Buy |
+5,370
| New | +$396K | 0.05% | 138 |
|