Principal Securities’s Bank of Montreal BMO Stock Holding History

Principal Securities’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$72K	Sell
2025 Q1	$94K	Hold
2024 Q4	$94K	Buy
2024 Q3	$31.1K	Sell
2024 Q2	$29.5K	Hold
2024 Q1	$34.4K	Buy
2023 Q4	$33.4K	Buy