Sargent Bickham Lagudis’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$19.1K Hold
211
﹤0.01% 617
2022
Q3
$18K Hold
211
﹤0.01% 585
2022
Q2
$20K Hold
211
﹤0.01% 587
2022
Q1
$25K Hold
211
﹤0.01% 566
2021
Q4
$23K Hold
211
﹤0.01% 573
2021
Q3
$21K Hold
211
﹤0.01% 592
2021
Q2
$22K Hold
211
﹤0.01% 592
2021
Q1
$19K Hold
211
﹤0.01% 589
2020
Q4
$16K Hold
211
﹤0.01% 587
2020
Q3
$12K Hold
211
﹤0.01% 567
2020
Q2
$11K Hold
211
﹤0.01% 559
2020
Q1
$11K Hold
211
﹤0.01% 536
2019
Q4
$16K Hold
211
﹤0.01% 547
2019
Q3
$16K Hold
211
﹤0.01% 502
2019
Q2
$16K Hold
211
﹤0.01% 531
2019
Q1
$16K Hold
211
﹤0.01% 544
2018
Q4
$14K Hold
211
﹤0.01% 538
2018
Q3
$17K Hold
211
﹤0.01% 523
2018
Q2
$16K Hold
211
﹤0.01% 524
2018
Q1
$16K Hold
211
﹤0.01% 510
2017
Q4
$17K Hold
211
﹤0.01% 518
2017
Q3
$16K Sell
211
-500
-70% -$37.9K ﹤0.01% 534
2017
Q2
$52K Buy
711
+500
+237% +$36.6K 0.01% 352
2017
Q1
$16K Sell
211
-899
-81% -$68.2K ﹤0.01% 517
2016
Q4
$80K Sell
1,110
-802
-42% -$57.8K 0.01% 275
2016
Q3
$125 Buy
1,912
+408
+27% +$27 0.02% 245
2016
Q2
$95K Buy
1,504
+278
+23% +$17.6K 0.01% 275
2016
Q1
$74K Buy
+1,226
New +$74K 0.01% 305