Prospera Financial Services’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 | $374K | Buy |
3,383
+348
| +11% | +$38.5K | 0.01% | 1022 |
|
|
2025
Q1 | $290K | Hold |
3,035
| – | – | 0.01% | 1003 |
|
|
2024
Q4 | $295K | Sell |
3,035
-118
| -4% | -$11.5K | 0.01% | 939 |
|
|
2024
Q3 | $284K | Buy |
3,153
+1
| +0% | +$90 | 0.01% | 942 |
|
|
2024
Q2 | $264K | Buy |
3,152
+94
| +3% | +$7.88K | 0.01% | 966 |
|
|
2024
Q1 | $299K | Buy |
3,058
+6
| +0.2% | +$586 | 0.01% | 903 |
|
|
2023
Q4 | $302K | Sell |
3,052
-87
| -3% | -$8.61K | 0.01% | 844 |
|
|
2023
Q3 | $265K | Buy |
+3,139
| New | +$265K | 0.01% | 847 |
|
|
2022
Q2 | – | Sell |
-8,175
| Closed | -$964K | – | 1724 |
|
|
2022
Q1 | $964K | Buy |
+8,175
| New | +$964K | 0.04% | 435 |
|