Oppenheimer & Co’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 | $506K | Sell |
4,572
-145
| -3% | -$16K | 0.01% | 1146 |
|
|
2025
Q1 | $451K | Buy |
4,717
+120
| +3% | +$11.5K | 0.01% | 1108 |
|
|
2024
Q4 | $446K | Sell |
4,597
-65
| -1% | -$6.31K | 0.01% | 1110 |
|
|
2024
Q3 | $421K | Sell |
4,662
-573
| -11% | -$51.7K | 0.01% | 1104 |
|
|
2024
Q2 | $439K | Buy |
5,235
+210
| +4% | +$17.6K | 0.01% | 1045 |
|
|
2024
Q1 | $491K | Sell |
5,025
-590
| -11% | -$57.6K | 0.01% | 992 |
|
|
2023
Q4 | $556K | Sell |
5,615
-356
| -6% | -$35.2K | 0.01% | 938 |
|
|
2023
Q3 | $504K | Buy |
5,971
+314
| +6% | +$26.5K | 0.01% | 941 |
|
|
2023
Q2 | $511K | Buy |
5,657
+134
| +2% | +$12.1K | 0.01% | 962 |
|
|
2023
Q1 | $492K | Sell |
5,523
-524
| -9% | -$46.7K | 0.01% | 947 |
|
|
2022
Q4 | $548K | Sell |
6,047
-985
| -14% | -$89.2K | 0.01% | 883 |
|
|
2022
Q3 | $616K | Sell |
7,032
-100
| -1% | -$8.76K | 0.01% | 818 |
|
|
2022
Q2 | $686K | Sell |
7,132
-3,328
| -32% | -$320K | 0.01% | 809 |
|
|
2022
Q1 | $1.23M | Sell |
10,460
-1,671
| -14% | -$197K | 0.02% | 660 |
|
|
2021
Q4 | $1.31M | Buy |
12,131
+4,595
| +61% | +$495K | 0.02% | 674 |
|
|
2021
Q3 | $752K | Hold |
7,536
| – | – | 0.01% | 847 |
|
|
2021
Q2 | $773K | Sell |
7,536
-981
| -12% | -$101K | 0.01% | 848 |
|
|
2021
Q1 | $759K | Buy |
8,517
+513
| +6% | +$45.7K | 0.02% | 798 |
|
|
2020
Q4 | $609K | Sell |
8,004
-13
| -0.2% | -$989 | 0.01% | 815 |
|
|
2020
Q3 | $468K | Buy |
8,017
+138
| +2% | +$8.06K | 0.01% | 829 |
|
|
2020
Q2 | $418K | Buy |
7,879
+2,270
| +40% | +$120K | 0.01% | 860 |
|
|
2020
Q1 | $282K | Sell |
5,609
-540
| -9% | -$27.1K | 0.01% | 916 |
|
|
2019
Q4 | $477K | Buy |
6,149
+790
| +15% | +$61.3K | 0.01% | 852 |
|
|
2019
Q3 | $395K | Sell |
5,359
-8
| -0.1% | -$590 | 0.01% | 877 |
|
|
2019
Q2 | $405K | Sell |
5,367
-173
| -3% | -$13.1K | 0.01% | 891 |
|
|
2019
Q1 | $415K | Buy |
5,540
+1,247
| +29% | +$93.4K | 0.01% | 898 |
|
|
2018
Q4 | $280K | Buy |
4,293
+471
| +12% | +$30.7K | 0.01% | 963 |
|
|
2018
Q3 | $316K | Buy |
3,822
+166
| +5% | +$13.7K | 0.01% | 1046 |
|
|
2018
Q2 | $282K | Buy |
3,656
+575
| +19% | +$44.4K | 0.01% | 1080 |
|
|
2018
Q1 | $233K | Buy |
+3,081
| New | +$233K | 0.01% | 1157 |
|
|
2014
Q3 | – | Sell |
-3,375
| Closed | -$249K | – | 1426 |
|
|
2014
Q2 | $249K | Sell |
3,375
-500
| -13% | -$36.9K | 0.01% | 1149 |
|
|
2014
Q1 | $260K | Buy |
3,875
+25
| +0.6% | +$1.68K | 0.01% | 1104 |
|
|
2013
Q4 | $257K | Sell |
3,850
-200
| -5% | -$13.4K | 0.01% | 1078 |
|
|
2013
Q3 | $271K | Buy |
+4,050
| New | +$271K | 0.01% | 1018 |
|