Sandy Spring Bank’s Bank of Montreal BMO Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q1  | $2.2K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $2.23K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $2.08K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $1.93K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $2.25K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $2.28K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $1.94K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $2.08K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $2.05K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $2.08K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $2K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $2K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $3K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $112K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $104K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $107K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $93K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $104K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $80K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $73K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $139K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $215K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $205K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $209K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $5K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $5K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $14K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $14K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $13K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $66K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $62K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $60K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $62K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $59K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $146K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $141K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $135K | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $148K | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $159K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $172K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $174K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $170K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $59K | Hold | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $59K | Hold | 
         | 
    |||||
| 
        
          
      
        2014
         Q1  | $54K | Sell | 
         | 
    |||||
| 
        
          
      
        2013
         Q4  | $55K | Hold | 
         | 
    |||||
| 
        
          
      
        2013
         Q3  | $55K | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q2  | $46K | Buy | 
         |