Silver Lake Advisory’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 | $3.14M | Hold |
28,381
| – | – | 1.34% | 26 |
|
|
2025
Q1 | $2.71M | Sell |
28,381
-360
| -1% | -$34.4K | 1.18% | 34 |
|
|
2024
Q4 | $2.79M | Sell |
28,741
-1,486
| -5% | -$144K | 1.23% | 33 |
|
|
2024
Q3 | $2.73M | Sell |
30,227
-266
| -0.9% | -$24K | 1.12% | 35 |
|
|
2024
Q2 | $2.56M | Sell |
30,493
-43
| -0.1% | -$3.61K | 1.15% | 36 |
|
|
2024
Q1 | $2.98M | Sell |
30,536
-330
| -1% | -$32.2K | 1.33% | 31 |
|
|
2023
Q4 | $3.05M | Hold |
30,866
| – | – | 1.71% | 30 |
|
|
2023
Q3 | $2.6M | Sell |
30,866
-550
| -2% | -$46.4K | 1.61% | 30 |
|
|
2023
Q2 | $2.84M | Hold |
31,416
| – | – | 1.52% | 30 |
|
|
2023
Q1 | $2.8M | Buy |
31,416
+355
| +1% | +$31.6K | 1.55% | 30 |
|
|
2022
Q4 | $2.81M | Hold |
31,061
| – | – | 1.72% | 30 |
|
|
2022
Q3 | $2.72M | Hold |
31,061
| – | – | 1.59% | 29 |
|
|
2022
Q2 | $2.99M | Hold |
31,061
| – | – | 1.63% | 27 |
|
|
2022
Q1 | $3.66M | Sell |
31,061
-410
| -1% | -$48.4K | 1.74% | 27 |
|
|
2021
Q4 | $3.39M | Sell |
31,471
-227
| -0.7% | -$24.5K | 1.57% | 28 |
|
|
2021
Q3 | $3.16M | Sell |
31,698
-790
| -2% | -$78.8K | 1.56% | 30 |
|
|
2021
Q2 | $3.22M | Sell |
32,488
-367
| -1% | -$36.4K | 1.54% | 28 |
|
|
2021
Q1 | $2.93M | Sell |
32,855
-243
| -0.7% | -$21.7K | 1.49% | 30 |
|
|
2020
Q4 | $2.52M | Sell |
33,098
-1,720
| -5% | -$131K | 1.38% | 31 |
|
|
2020
Q3 | $2.03M | Sell |
34,818
-300
| -0.9% | -$17.5K | 1.25% | 34 |
|
|
2020
Q2 | $1.86M | Sell |
35,118
-650
| -2% | -$34.5K | 1.19% | 39 |
|
|
2020
Q1 | $1.8M | Sell |
35,768
-83
| -0.2% | -$4.17K | 1.32% | 35 |
|
|
2019
Q4 | $2.78M | Sell |
35,851
-595
| -2% | -$46.1K | 1.68% | 27 |
|
|
2019
Q3 | $2.69M | Sell |
36,446
-50
| -0.1% | -$3.69K | 1.74% | 27 |
|
|
2019
Q2 | $2.75M | Buy |
36,496
+25
| +0.1% | +$1.89K | 1.82% | 23 |
|
|
2019
Q1 | $2.73M | Sell |
36,471
-93
| -0.3% | -$6.96K | 1.84% | 23 |
|
|
2018
Q4 | $2.39M | Buy |
36,564
+535
| +1% | +$35K | 1.77% | 25 |
|
|
2018
Q3 | $2.97M | Buy |
36,029
+215
| +0.6% | +$17.7K | 1.81% | 19 |
|
|
2018
Q2 | $2.63M | Buy |
35,814
+640
| +2% | +$47K | 2.1% | 18 |
|
|
2018
Q1 | $2.66M | Sell |
35,174
-395
| -1% | -$29.8K | 1.97% | 20 |
|
|
2017
Q4 | $2.85M | Sell |
35,569
-245
| -0.7% | -$19.6K | 2.03% | 17 |
|
|
2017
Q3 | $2.71M | Sell |
35,814
-420
| -1% | -$31.8K | 2.07% | 19 |
|
|
2017
Q2 | $2.66M | Buy |
36,234
+740
| +2% | +$54.3K | 1.97% | 19 |
|
|
2017
Q1 | $2.66M | Hold |
35,494
| – | – | 2% | 16 |
|
|
2016
Q4 | $2.55M | Sell |
35,494
-140
| -0.4% | -$10.1K | 1.97% | 17 |
|
|
2016
Q3 | $2.34M | Buy |
35,634
+79
| +0.2% | +$5.18K | 1.74% | 24 |
|
|
2016
Q2 | $2.25M | Hold |
35,555
| – | – | 1.68% | 28 |
|
|
2016
Q1 | $2.16M | Buy |
35,555
+17,055
| +92% | +$1.04M | 1.84% | 24 |
|
|
2015
Q4 | $1.04M | Buy |
18,500
+465
| +3% | +$26.2K | 0.93% | 39 |
|
|
2015
Q3 | $984K | Buy |
+18,035
| New | +$984K | 0.89% | 43 |
|