SG Americas Securities’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 | – | Sell |
-2,410
| Closed | -$230K | – | 2582 |
|
|
2025
Q1 | $230K | Buy |
+2,410
| New | +$230K | ﹤0.01% | 2173 |
|
|
2023
Q1 | – | Sell |
-4,755
| Closed | -$431K | – | 2953 |
|
|
2022
Q4 | $431K | Buy |
+4,755
| New | +$431K | 0.01% | 1479 |
|
|
2022
Q3 | – | Sell |
-3,906
| Closed | -$376K | – | 2802 |
|
|
2022
Q2 | $376K | Buy |
3,906
+2,932
| +301% | +$282K | ﹤0.01% | 2000 |
|
|
2022
Q1 | $115K | Buy |
+974
| New | +$115K | ﹤0.01% | 2410 |
|
|
2021
Q3 | – | Sell |
-1,345
| Closed | -$138K | – | 3443 |
|
|
2021
Q2 | $138K | Sell |
1,345
-207
| -13% | -$21.2K | ﹤0.01% | 2263 |
|
|
2021
Q1 | $138K | Sell |
1,552
-2,121
| -58% | -$189K | ﹤0.01% | 2648 |
|
|
2020
Q4 | $279K | Sell |
3,673
-2,298
| -38% | -$175K | ﹤0.01% | 2128 |
|
|
2020
Q3 | $356K | Buy |
+5,971
| New | +$356K | ﹤0.01% | 1541 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3149 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2853 |
|
|
2016
Q2 | – | Sell |
-80,598
| Closed | -$6.34M | – | 2148 |
|
|
2016
Q1 | $6.34M | Buy |
+80,598
| New | +$6.34M | 0.05% | 296 |
|
|
2015
Q1 | – | Sell |
-10,097
| Closed | -$714K | – | 2143 |
|
|
2014
Q4 | $714K | Buy |
+10,097
| New | +$714K | ﹤0.01% | 1258 |
|