Park National Corp’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 | $257K | Hold |
2,325
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $222K | Hold |
2,325
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $226K | Sell |
2,325
-60
| -3% | -$5.82K | 0.01% | 262 |
|
|
2024
Q3 | $215K | Sell |
2,385
-325
| -12% | -$29.3K | 0.01% | 286 |
|
|
2024
Q2 | $227K | Sell |
2,710
-225
| -8% | -$18.9K | 0.01% | 270 |
|
|
2024
Q1 | $287K | Hold |
2,935
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $290K | Hold |
2,935
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $248K | Buy |
2,935
+200
| +7% | +$16.9K | 0.01% | 250 |
|
|
2023
Q2 | $247K | Buy |
2,735
+150
| +6% | +$13.5K | 0.01% | 246 |
|
|
2023
Q1 | $230K | Hold |
2,585
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $234K | Hold |
2,585
| – | – | 0.01% | 247 |
|
|
2022
Q3 | $227K | Hold |
2,585
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $249K | Hold |
2,585
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $305K | Hold |
2,585
| – | – | 0.01% | 230 |
|
|
2021
Q4 | $278K | Hold |
2,585
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $258K | Hold |
2,585
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $265K | Hold |
2,585
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $230K | Buy |
+2,585
| New | +$230K | 0.01% | 286 |
|
|
2020
Q1 | – | Sell |
-2,985
| Closed | -$231K | – | 297 |
|
|
2019
Q4 | $231K | Hold |
2,985
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $220K | Buy |
+2,985
| New | +$220K | 0.01% | 291 |
|
|
2018
Q4 | – | Sell |
-2,606
| Closed | -$215K | – | 314 |
|
|
2018
Q3 | $215K | Sell |
2,606
-6
| -0.2% | -$495 | 0.01% | 315 |
|
|
2018
Q2 | $202K | Buy |
+2,612
| New | +$202K | 0.01% | 334 |
|
|
2018
Q1 | – | Sell |
-2,612
| Closed | -$209K | – | 365 |
|
|
2017
Q4 | $209K | Buy |
+2,612
| New | +$209K | 0.01% | 341 |
|
|
2013
Q4 | – | Sell |
-3,420
| Closed | -$229K | – | 317 |
|
|
2013
Q3 | $229K | Buy |
+3,420
| New | +$229K | 0.02% | 277 |
|