Procyon 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 | $272K | Sell |
2,458
-258
| -9% | -$28.5K | 0.03% | 382 |
|
|
2025
Q1 | $259K | Sell |
2,716
-635
| -19% | -$60.6K | 0.02% | 502 |
|
|
2024
Q4 | $325K | Buy |
+3,351
| New | +$325K | 0.02% | 417 |
|
|
2020
Q3 | – | Sell |
-725
| Closed | -$38K | – | 297 |
|
|
2020
Q2 | $38K | Buy |
+725
| New | +$38K | 0.02% | 420 |
|