Principal Securities’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 | $72K | Sell |
651
-318
| -33% | -$35.2K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $94K | Hold |
969
| – | – | ﹤0.01% | 1468 |
|
|
2024
Q4 | $94K | Buy |
969
+624
| +181% | +$60.6K | ﹤0.01% | 1466 |
|
|
2024
Q3 | $31.1K | Sell |
345
-7
| -2% | -$631 | ﹤0.01% | 1902 |
|
|
2024
Q2 | $29.5K | Hold |
352
| – | – | ﹤0.01% | 1864 |
|
|
2024
Q1 | $34.4K | Buy |
352
+14
| +4% | +$1.37K | ﹤0.01% | 1730 |
|
|
2023
Q4 | $33.4K | Buy |
+338
| New | +$33.4K | ﹤0.01% | 1662 |
|