Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.39M | Sell |
15,385
-337
| -2% | -$30.4K | ﹤0.01% | 1942 |
|
|
2024
Q2 | $1.32M | Buy |
15,722
+269
| +2% | +$22.6K | ﹤0.01% | 1908 |
|
|
2024
Q1 | $1.51M | Buy |
15,453
+272
| +2% | +$26.6K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $1.5M | Sell |
15,181
-615
| -4% | -$60.8K | ﹤0.01% | 1724 |
|
|
2023
Q3 | $1.33M | Sell |
15,796
-1,242
| -7% | -$105K | ﹤0.01% | 1749 |
|
|
2023
Q2 | $1.54M | Sell |
17,038
-347
| -2% | -$31.3K | ﹤0.01% | 1664 |
|
|
2023
Q1 | $1.55M | Sell |
17,385
-524
| -3% | -$46.7K | ﹤0.01% | 1640 |
|
|
2022
Q4 | $1.62M | Sell |
17,909
-8,221
| -31% | -$745K | ﹤0.01% | 1561 |
|
|
2022
Q3 | $2.29M | Sell |
26,130
-1,878
| -7% | -$165K | 0.01% | 1351 |
|
|
2022
Q2 | $2.69M | Buy |
28,008
+3,172
| +13% | +$305K | 0.01% | 1281 |
|
|
2022
Q1 | $2.93M | Buy |
24,836
+9,150
| +58% | +$1.08M | 0.01% | 1285 |
|
|
2021
Q4 | $1.69M | Buy |
15,686
+483
| +3% | +$52.1K | ﹤0.01% | 1647 |
|
|
2021
Q3 | $1.52M | Sell |
15,203
-1,741
| -10% | -$174K | ﹤0.01% | 1662 |
|
|
2021
Q2 | $1.74M | Sell |
16,944
-72
| -0.4% | -$7.38K | ﹤0.01% | 1563 |
|
|
2021
Q1 | $1.52M | Buy |
17,016
+484
| +3% | +$43.1K | ﹤0.01% | 1566 |
|
|
2020
Q4 | $1.26M | Sell |
16,532
-42
| -0.3% | -$3.19K | ﹤0.01% | 1562 |
|
|
2020
Q3 | $968K | Buy |
16,574
+768
| +5% | +$44.9K | ﹤0.01% | 1571 |
|
|
2020
Q2 | $841K | Sell |
15,806
-6,239
| -28% | -$332K | ﹤0.01% | 1589 |
|
|
2020
Q1 | $1.11M | Sell |
22,045
-3,830
| -15% | -$194K | ﹤0.01% | 1142 |
|
|
2019
Q4 | $2M | Buy |
25,875
+1,899
| +8% | +$147K | 0.01% | 1162 |
|
|
2019
Q3 | $1.77M | Sell |
23,976
-3,545
| -13% | -$261K | 0.01% | 1173 |
|
|
2019
Q2 | $2.07M | Buy |
27,521
+4,685
| +21% | +$353K | 0.01% | 1092 |
|
|
2019
Q1 | $1.71M | Sell |
22,836
-2,289
| -9% | -$171K | 0.01% | 1157 |
|
|
2018
Q4 | $1.64M | Sell |
25,125
-3,015
| -11% | -$197K | 0.01% | 1008 |
|
|
2018
Q3 | $2.32M | Buy |
28,140
+676
| +2% | +$55.8K | 0.01% | 992 |
|
|
2018
Q2 | $2.12M | Buy |
27,464
+2,955
| +12% | +$228K | 0.01% | 989 |
|
|
2018
Q1 | $1.85M | Buy |
24,509
+68
| +0.3% | +$5.14K | 0.01% | 971 |
|
|
2017
Q4 | $1.96M | Sell |
24,441
-422
| -2% | -$33.8K | 0.01% | 926 |
|
|
2017
Q3 | $1.88M | Sell |
24,863
-2,965
| -11% | -$225K | 0.01% | 939 |
|
|
2017
Q2 | $2.04M | Buy |
27,828
+287
| +1% | +$21.1K | 0.01% | 875 |
|
|
2017
Q1 | $2.05M | Buy |
27,541
+6,358
| +30% | +$474K | 0.02% | 813 |
|
|
2016
Q4 | $1.52M | Buy |
21,183
+2,380
| +13% | +$171K | 0.01% | 901 |
|
|
2016
Q3 | $1.23M | Sell |
18,803
-2,283
| -11% | -$149K | 0.01% | 986 |
|
|
2016
Q2 | $1.33M | Buy |
21,086
+1,345
| +7% | +$85.1K | 0.01% | 903 |
|
|
2016
Q1 | $1.2M | Sell |
19,741
-8,825
| -31% | -$536K | 0.01% | 823 |
|
|
2015
Q4 | $1.61M | Buy |
28,566
+11,459
| +67% | +$644K | 0.02% | 727 |
|
|
2015
Q3 | $934K | Buy |
+17,107
| New | +$934K | 0.02% | 795 |
|