Probity Advisors’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 | $1.41M | Buy |
12,708
+19
| +0.1% | +$2.1K | 0.25% | 72 |
|
|
2025
Q1 | $1.21M | Buy |
12,689
+39
| +0.3% | +$3.73K | 0.23% | 76 |
|
|
2024
Q4 | $1.23M | Sell |
12,650
-226
| -2% | -$21.9K | 0.24% | 74 |
|
|
2024
Q3 | $1.16M | Buy |
12,876
+2,273
| +21% | +$205K | 0.22% | 85 |
|
|
2024
Q2 | $889K | Buy |
10,603
+952
| +10% | +$79.8K | 0.18% | 98 |
|
|
2024
Q1 | $943K | Sell |
9,651
-136
| -1% | -$13.3K | 0.2% | 100 |
|
|
2023
Q4 | $968K | Sell |
9,787
-161
| -2% | -$15.9K | 0.21% | 91 |
|
|
2023
Q3 | $839K | Buy |
9,948
+395
| +4% | +$33.3K | 0.19% | 81 |
|
|
2023
Q2 | $863K | Buy |
+9,553
| New | +$863K | 0.19% | 83 |
|
|
2022
Q4 | $780K | Sell |
8,612
-123
| -1% | -$11.1K | 0.18% | 85 |
|
|
2022
Q3 | $766K | Sell |
8,735
-235
| -3% | -$20.6K | 0.19% | 84 |
|
|
2022
Q2 | $863K | Buy |
8,970
+299
| +3% | +$28.8K | 0.2% | 83 |
|
|
2022
Q1 | $1.02M | Sell |
8,671
-249
| -3% | -$29.4K | 0.21% | 82 |
|
|
2021
Q4 | $961K | Buy |
8,920
+70
| +0.8% | +$7.54K | 0.19% | 89 |
|
|
2021
Q3 | $883K | Buy |
8,850
+255
| +3% | +$25.4K | 0.18% | 97 |
|
|
2021
Q2 | $882K | Buy |
8,595
+124
| +1% | +$12.7K | 0.19% | 94 |
|
|
2021
Q1 | $755K | Buy |
+8,471
| New | +$755K | 0.17% | 101 |
|
|
2020
Q3 | $489K | Buy |
8,373
+931
| +13% | +$54.4K | 0.14% | 116 |
|
|
2020
Q2 | $395K | Sell |
7,442
-1,067
| -13% | -$56.6K | 0.12% | 125 |
|
|
2020
Q1 | $428K | Sell |
8,509
-2
| -0% | -$101 | 0.16% | 111 |
|
|
2019
Q4 | $660K | Buy |
8,511
+135
| +2% | +$10.5K | 0.2% | 93 |
|
|
2019
Q3 | $618K | Buy |
8,376
+955
| +13% | +$70.5K | 0.2% | 100 |
|
|
2019
Q2 | $560K | Buy |
7,421
+71
| +1% | +$5.36K | 0.19% | 101 |
|
|
2019
Q1 | $550K | Buy |
7,350
+763
| +12% | +$57.1K | 0.19% | 100 |
|
|
2018
Q4 | $430K | Buy |
6,587
+1,340
| +26% | +$87.5K | 0.16% | 107 |
|
|
2018
Q3 | $433K | Buy |
+5,247
| New | +$433K | 0.14% | 118 |
|