RhumbLine Advisers’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 | $128K | Buy |
1,157
+96
| +9% | +$10.6K | ﹤0.01% | 3444 |
|
|
2025
Q1 | $101K | Buy |
1,061
+12
| +1% | +$1.15K | ﹤0.01% | 3383 |
|
|
2024
Q4 | $102K | Buy |
1,049
+146
| +16% | +$14.2K | ﹤0.01% | 3468 |
|
|
2024
Q3 | $81.4K | Hold |
903
| – | – | ﹤0.01% | 3568 |
|
|
2024
Q2 | $75.7K | Buy |
903
+80
| +10% | +$6.71K | ﹤0.01% | 3593 |
|
|
2024
Q1 | $80.4K | Sell |
823
-172
| -17% | -$16.8K | ﹤0.01% | 3507 |
|
|
2023
Q4 | $98.4K | Sell |
995
-100
| -9% | -$9.89K | ﹤0.01% | 3450 |
|
|
2023
Q3 | $92.4K | Buy |
1,095
+145
| +15% | +$12.2K | ﹤0.01% | 3491 |
|
|
2023
Q2 | $85.8K | Buy |
+950
| New | +$85.8K | ﹤0.01% | 3563 |
|
|
2016
Q3 | – | Sell |
-6,720
| Closed | -$426K | – | 2878 |
|
|
2016
Q2 | $426K | Hold |
6,720
| – | – | ﹤0.01% | 2299 |
|
|
2016
Q1 | $408K | Hold |
6,720
| – | – | ﹤0.01% | 2354 |
|
|
2015
Q4 | $379K | Buy |
6,720
+400
| +6% | +$22.6K | ﹤0.01% | 2429 |
|
|
2015
Q3 | $345K | Hold |
6,320
| – | – | ﹤0.01% | 2453 |
|
|
2015
Q2 | $375K | Sell |
6,320
-2,400
| -28% | -$142K | ﹤0.01% | 2516 |
|
|
2015
Q1 | $523K | Hold |
8,720
| – | – | ﹤0.01% | 2277 |
|
|
2014
Q4 | $617K | Buy |
8,720
+100
| +1% | +$7.08K | ﹤0.01% | 2146 |
|
|
2014
Q3 | $635K | Sell |
8,620
-400
| -4% | -$29.5K | ﹤0.01% | 2065 |
|
|
2014
Q2 | $664K | Buy |
9,020
+400
| +5% | +$29.4K | ﹤0.01% | 2089 |
|
|
2014
Q1 | $578K | Hold |
8,620
| – | – | ﹤0.01% | 2122 |
|
|
2013
Q4 | $575K | Buy |
8,620
+4,400
| +104% | +$294K | ﹤0.01% | 2163 |
|
|
2013
Q3 | $282K | Buy |
+4,220
| New | +$282K | ﹤0.01% | 2574 |
|