Principal Financial Group’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 | $1.73M | Sell |
15,600
-1,600
| -9% | -$177K | ﹤0.01% | 1820 |
|
|
2025
Q1 | $1.64M | Sell |
17,200
-100
| -0.6% | -$9.55K | ﹤0.01% | 1793 |
|
|
2024
Q4 | $1.68M | Sell |
17,300
-300
| -2% | -$29.1K | ﹤0.01% | 1812 |
|
|
2024
Q3 | $1.59M | Sell |
17,600
-5,400
| -23% | -$488K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $1.93M | Sell |
23,000
-1,200
| -5% | -$101K | ﹤0.01% | 1775 |
|
|
2024
Q1 | $2.37M | Sell |
24,200
-1,000
| -4% | -$97.7K | ﹤0.01% | 1752 |
|
|
2023
Q4 | $2.51M | Buy |
25,200
+8,528
| +51% | +$848K | ﹤0.01% | 1739 |
|
|
2023
Q3 | $1.41M | Sell |
16,672
-1,400
| -8% | -$119K | ﹤0.01% | 1802 |
|
|
2023
Q2 | $1.63M | Sell |
18,072
-1,279
| -7% | -$116K | ﹤0.01% | 1785 |
|
|
2023
Q1 | $1.72M | Sell |
19,351
-1,193
| -6% | -$106K | ﹤0.01% | 1785 |
|
|
2022
Q4 | $1.86M | Sell |
20,544
-500
| -2% | -$45.3K | ﹤0.01% | 1774 |
|
|
2022
Q3 | $1.85M | Sell |
21,044
-17,196
| -45% | -$1.51M | ﹤0.01% | 1725 |
|
|
2022
Q2 | $3.67M | Sell |
38,240
-3,550
| -8% | -$341K | ﹤0.01% | 1657 |
|
|
2022
Q1 | $4.92M | Buy |
+41,790
| New | +$4.92M | ﹤0.01% | 1667 |
|