Sequoia Financial Advisors’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
Q3 | $739K | Buy |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $349K | Buy |
|
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $225K | Buy |
|