Raymond James & Associates’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.34M | Sell |
59,194
-12,057
| -17% | -$1.09M | ﹤0.01% | 1615 |
|
|
2024
Q2 | $5.97M | Sell |
71,251
-1,824
| -2% | -$153K | ﹤0.01% | 1465 |
|
|
2024
Q1 | $7.14M | Sell |
73,075
-11,417
| -14% | -$1.12M | ﹤0.01% | 1344 |
|
|
2023
Q4 | $8.36M | Buy |
84,492
+1,409
| +2% | +$139K | 0.01% | 1211 |
|
|
2023
Q3 | $7.01M | Sell |
83,083
-645
| -0.8% | -$54.4K | 0.01% | 1256 |
|
|
2023
Q2 | $7.56M | Buy |
83,728
+4,405
| +6% | +$398K | 0.01% | 1228 |
|
|
2023
Q1 | $7.07M | Buy |
79,323
+8,556
| +12% | +$762K | 0.01% | 1238 |
|
|
2022
Q4 | $6.41M | Sell |
70,767
-1,687
| -2% | -$153K | 0.01% | 1253 |
|
|
2022
Q3 | $6.35M | Sell |
72,454
-882
| -1% | -$77.3K | 0.01% | 1219 |
|
|
2022
Q2 | $7.05M | Buy |
73,336
+2,656
| +4% | +$255K | 0.01% | 1174 |
|
|
2022
Q1 | $8.34M | Sell |
70,680
-7,845
| -10% | -$925K | 0.01% | 1172 |
|
|
2021
Q4 | $8.47M | Sell |
78,525
-499
| -0.6% | -$53.8K | 0.01% | 1203 |
|
|
2021
Q3 | $7.88M | Sell |
79,024
-1,278
| -2% | -$127K | 0.01% | 1194 |
|
|
2021
Q2 | $8.23M | Buy |
80,302
+3,991
| +5% | +$409K | 0.01% | 1184 |
|
|
2021
Q1 | $6.81M | Sell |
76,311
-11,777
| -13% | -$1.05M | 0.01% | 1245 |
|
|
2020
Q4 | $6.69M | Sell |
88,088
-5,063
| -5% | -$385K | 0.01% | 1170 |
|
|
2020
Q3 | $5.44M | Buy |
93,151
+2,919
| +3% | +$171K | 0.01% | 1172 |
|
|
2020
Q2 | $4.8M | Sell |
90,232
-2,189
| -2% | -$117K | 0.01% | 1204 |
|
|
2020
Q1 | $4.67M | Buy |
92,421
+10,953
| +13% | +$553K | 0.01% | 1089 |
|
|
2019
Q4 | $6.31M | Buy |
81,468
+7,287
| +10% | +$564K | 0.01% | 1125 |
|
|
2019
Q3 | $5.47M | Buy |
74,181
+743
| +1% | +$54.8K | 0.01% | 1168 |
|
|
2019
Q2 | $5.54M | Buy |
73,438
+11,117
| +18% | +$838K | 0.01% | 1161 |
|
|
2019
Q1 | $4.67M | Buy |
62,321
+8,444
| +16% | +$632K | 0.01% | 1227 |
|
|
2018
Q4 | $3.52M | Sell |
53,877
-45,711
| -46% | -$2.99M | 0.01% | 1287 |
|
|
2018
Q3 | $8.21M | Sell |
99,588
-8,062
| -7% | -$665K | 0.01% | 945 |
|
|
2018
Q2 | $8.32M | Buy |
107,650
+3,717
| +4% | +$287K | 0.01% | 915 |
|
|
2018
Q1 | $7.85M | Sell |
103,933
-9,753
| -9% | -$737K | 0.01% | 905 |
|
|
2017
Q4 | $9.1M | Sell |
113,686
-456
| -0.4% | -$36.5K | 0.02% | 807 |
|
|
2017
Q3 | $8.64M | Buy |
114,142
+2,256
| +2% | +$171K | 0.02% | 810 |
|
|
2017
Q2 | $8.22M | Sell |
111,886
-5,147
| -4% | -$378K | 0.02% | 801 |
|
|
2017
Q1 | $8.73M | Buy |
117,033
+11,862
| +11% | +$884K | 0.02% | 749 |
|
|
2016
Q4 | $7.56M | Sell |
105,171
-53
| -0.1% | -$3.81K | 0.02% | 770 |
|
|
2016
Q3 | $6.89M | Buy |
105,224
+10,312
| +11% | +$675K | 0.02% | 781 |
|
|
2016
Q2 | $6.01M | Buy |
94,912
+35,183
| +59% | +$2.23M | 0.02% | 765 |
|
|
2016
Q1 | $3.63M | Sell |
59,729
-660
| -1% | -$40.1K | 0.01% | 983 |
|
|
2015
Q4 | $3.39M | Sell |
60,389
-29,557
| -33% | -$1.66M | 0.01% | 998 |
|
|
2015
Q3 | $4.91M | Sell |
89,946
-625,954
| -87% | -$34.2M | 0.02% | 760 |
|
|
2015
Q2 | $42.4M | Buy |
715,900
+16,081
| +2% | +$953K | 0.16% | 128 |
|
|
2015
Q1 | $41.9M | Buy |
699,819
+159,793
| +30% | +$9.57M | 0.18% | 109 |
|
|
2014
Q4 | $38.2M | Buy |
540,026
+461,818
| +590% | +$32.7M | 0.19% | 105 |
|
|
2014
Q3 | $5.76M | Buy |
78,208
+2,860
| +4% | +$211K | 0.03% | 562 |
|
|
2014
Q2 | $5.55M | Buy |
75,348
+9,398
| +14% | +$692K | 0.03% | 589 |
|
|
2014
Q1 | $4.41M | Buy |
65,950
+3,032
| +5% | +$203K | 0.03% | 633 |
|
|
2013
Q4 | $4.2M | Sell |
62,918
-3,735
| -6% | -$249K | 0.03% | 600 |
|
|
2013
Q3 | $4.44M | Sell |
66,653
-6,042
| -8% | -$403K | 0.04% | 521 |
|
|
2013
Q2 | $4.22M | Buy |
+72,695
| New | +$4.22M | 0.04% | 487 |
|