Osaic Holdings’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 | $2.26M | Sell |
23,023
-119
| -0.5% | -$11.7K | 0.01% | 1563 |
|
|
2025
Q1 | $2.21M | Sell |
23,142
-1,674
| -7% | -$160K | ﹤0.01% | 1590 |
|
|
2024
Q4 | $2.41M | Buy |
24,816
+603
| +2% | +$58.6K | 0.01% | 1523 |
|
|
2024
Q3 | $2.19M | Buy |
24,213
+1,307
| +6% | +$118K | ﹤0.01% | 1633 |
|
|
2024
Q2 | $1.92M | Sell |
22,906
-3,490
| -13% | -$293K | ﹤0.01% | 1675 |
|
|
2024
Q1 | $2.58M | Sell |
26,396
-1,836
| -7% | -$179K | 0.01% | 1508 |
|
|
2023
Q4 | $2.8M | Sell |
28,232
-5,221
| -16% | -$517K | ﹤0.01% | 1604 |
|
|
2023
Q3 | $2.82M | Buy |
33,453
+5,260
| +19% | +$444K | ﹤0.01% | 1701 |
|
|
2023
Q2 | $2.55M | Sell |
28,193
-691
| -2% | -$62.4K | ﹤0.01% | 1667 |
|
|
2023
Q1 | $2.58M | Buy |
28,884
+21
| +0.1% | +$1.87K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $2.62M | Sell |
28,863
-460
| -2% | -$41.7K | 0.01% | 1551 |
|
|
2022
Q3 | $2.57M | Buy |
29,323
+1,330
| +5% | +$117K | 0.01% | 1445 |
|
|
2022
Q2 | $2.7M | Sell |
27,993
-8,512
| -23% | -$820K | 0.01% | 1437 |
|
|
2022
Q1 | $3.89M | Buy |
36,505
+1,470
| +4% | +$157K | 0.01% | 1388 |
|
|
2021
Q4 | $3.78M | Sell |
35,035
-453
| -1% | -$48.9K | 0.01% | 1290 |
|
|
2021
Q3 | $3.55M | Sell |
35,488
-952
| -3% | -$95.1K | 0.01% | 1286 |
|
|
2021
Q2 | $3.74M | Sell |
36,440
-1,702
| -4% | -$175K | 0.01% | 1230 |
|
|
2021
Q1 | $3.41M | Buy |
38,142
+2,643
| +7% | +$236K | 0.01% | 1198 |
|
|
2020
Q4 | $2.7M | Sell |
35,499
-3,843
| -10% | -$292K | 0.01% | 1223 |
|
|
2020
Q3 | $2.28M | Buy |
39,342
+3,506
| +10% | +$203K | 0.01% | 1226 |
|
|
2020
Q2 | $1.9M | Sell |
35,836
-21,270
| -37% | -$1.13M | 0.01% | 1282 |
|
|
2020
Q1 | $2.55M | Buy |
+57,106
| New | +$2.55M | 0.01% | 939 |
|