SignatureFD’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 | $1.13M | Sell |
10,254
-487
| -5% | -$53.9K | 0.02% | 321 |
|
|
2025
Q1 | $1.03M | Sell |
10,741
-88
| -0.8% | -$8.41K | 0.02% | 335 |
|
|
2024
Q4 | $1.05M | Buy |
10,829
+1,935
| +22% | +$188K | 0.02% | 326 |
|
|
2024
Q3 | $802K | Buy |
8,894
+313
| +4% | +$28.2K | 0.02% | 388 |
|
|
2024
Q2 | $720K | Buy |
8,581
+123
| +1% | +$10.3K | 0.01% | 390 |
|
|
2024
Q1 | $826K | Buy |
8,458
+657
| +8% | +$64.2K | 0.02% | 362 |
|
|
2023
Q4 | $772K | Sell |
7,801
-1,076
| -12% | -$106K | 0.02% | 347 |
|
|
2023
Q3 | $749K | Buy |
8,877
+2,215
| +33% | +$187K | 0.02% | 316 |
|
|
2023
Q2 | $602K | Sell |
6,662
-884
| -12% | -$79.8K | 0.02% | 384 |
|
|
2023
Q1 | $672K | Buy |
7,546
+64
| +0.9% | +$5.7K | 0.02% | 335 |
|
|
2022
Q4 | $678K | Buy |
7,482
+949
| +15% | +$86K | 0.02% | 319 |
|
|
2022
Q3 | $573K | Sell |
6,533
-545
| -8% | -$47.8K | 0.02% | 328 |
|
|
2022
Q2 | $681K | Buy |
7,078
+486
| +7% | +$46.8K | 0.02% | 291 |
|
|
2022
Q1 | $778K | Buy |
6,592
+639
| +11% | +$75.4K | 0.02% | 274 |
|
|
2021
Q4 | $641K | Buy |
5,953
+767
| +15% | +$82.6K | 0.02% | 325 |
|
|
2021
Q3 | $517K | Buy |
5,186
+268
| +5% | +$26.7K | 0.02% | 355 |
|
|
2021
Q2 | $504K | Buy |
4,918
+605
| +14% | +$62K | 0.02% | 357 |
|
|
2021
Q1 | $384K | Buy |
4,313
+183
| +4% | +$16.3K | 0.02% | 380 |
|
|
2020
Q4 | $314K | Buy |
4,130
+434
| +12% | +$33K | 0.01% | 388 |
|
|
2020
Q3 | $216K | Sell |
3,696
-9
| -0.2% | -$526 | 0.01% | 455 |
|
|
2020
Q2 | $197K | Sell |
3,705
-717
| -16% | -$38.1K | 0.01% | 456 |
|
|
2020
Q1 | $222K | Sell |
4,422
-4,494
| -50% | -$226K | 0.02% | 381 |
|
|
2019
Q4 | $691K | Buy |
8,916
+5,252
| +143% | +$407K | 0.05% | 175 |
|
|
2019
Q3 | $270K | Buy |
3,664
+313
| +9% | +$23.1K | 0.02% | 335 |
|
|
2019
Q2 | $253K | Buy |
3,351
+203
| +6% | +$15.3K | 0.02% | 319 |
|
|
2019
Q1 | $236K | Sell |
3,148
-635
| -17% | -$47.6K | 0.02% | 346 |
|
|
2018
Q4 | $247K | Sell |
3,783
-74
| -2% | -$4.83K | 0.02% | 309 |
|
|
2018
Q3 | $318K | Buy |
3,857
+263
| +7% | +$21.7K | 0.03% | 296 |
|
|
2018
Q2 | $278K | Buy |
3,594
+809
| +29% | +$62.6K | 0.03% | 317 |
|
|
2018
Q1 | $210K | Buy |
+2,785
| New | +$210K | 0.02% | 330 |
|
|
2016
Q4 | – | Sell |
-1,543
| Closed | -$101K | – | 360 |
|
|
2016
Q3 | $101K | Buy |
1,543
+271
| +21% | +$17.7K | 0.01% | 352 |
|
|
2016
Q2 | $81K | Buy |
1,272
+258
| +25% | +$16.4K | 0.01% | 349 |
|
|
2016
Q1 | $62K | Buy |
1,014
+145
| +17% | +$8.87K | 0.01% | 380 |
|
|
2015
Q4 | $49K | Buy |
869
+399
| +85% | +$22.5K | 0.01% | 371 |
|
|
2015
Q3 | $26K | Sell |
470
-1,100
| -70% | -$60.9K | 0.01% | 463 |
|
|
2015
Q2 | $93K | Buy |
1,570
+1,500
| +2,143% | +$88.9K | 0.02% | 242 |
|
|
2015
Q1 | $4K | Buy |
70
+26
| +59% | +$1.49K | ﹤0.01% | 685 |
|
|
2014
Q4 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 686 |
|
|
2014
Q2 | – | Sell |
-40
| Closed | -$3K | – | 885 |
|
|
2014
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 573 |
|
|
2013
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 561 |
|