Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
4,272
+475
| +13% | +$52.5K | ﹤0.01% | 1014 |
|
|
2025
Q1 | $363K | Buy |
3,797
+196
| +5% | +$18.7K | ﹤0.01% | 979 |
|
|
2024
Q4 | $349K | Buy |
3,601
+337
| +10% | +$32.7K | ﹤0.01% | 949 |
|
|
2024
Q3 | $294K | Sell |
3,264
-316
| -9% | -$28.5K | ﹤0.01% | 976 |
|
|
2024
Q2 | $300K | Buy |
3,580
+151
| +4% | +$12.7K | ﹤0.01% | 889 |
|
|
2024
Q1 | $335K | Buy |
3,429
+327
| +11% | +$31.9K | ﹤0.01% | 812 |
|
|
2023
Q4 | $307K | Sell |
3,102
-1,030
| -25% | -$102K | ﹤0.01% | 918 |
|
|
2023
Q3 | $349K | Buy |
4,132
+1,305
| +46% | +$110K | 0.01% | 628 |
|
|
2023
Q2 | $255K | Sell |
2,827
-725
| -20% | -$65.5K | ﹤0.01% | 753 |
|
|
2023
Q1 | $317K | Buy |
3,552
+364
| +11% | +$32.4K | 0.01% | 602 |
|
|
2022
Q4 | $289K | Buy |
+3,188
| New | +$289K | 0.01% | 599 |
|
|
2022
Q3 | – | Sell |
-2,286
| Closed | -$220K | – | 536 |
|
|
2022
Q2 | $220K | Buy |
2,286
+378
| +20% | +$36.4K | 0.01% | 521 |
|
|
2022
Q1 | $225K | Buy |
+1,908
| New | +$225K | 0.01% | 589 |
|