Simplex Trading’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 | – | Hold |
0
| – | – | – | 2529 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2491 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2545 |
|
|
2024
Q3 | – | Sell |
-28,285
| Closed | -$2.37M | – | 2390 |
|
|
2024
Q2 | $2.37M | Buy |
28,285
+22,163
| +362% | +$1.86M | ﹤0.01% | 242 |
|
|
2024
Q1 | $597K | Buy |
+6,122
| New | +$597K | ﹤0.01% | 607 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2501 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2393 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2481 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2428 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2617 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2802 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2721 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2958 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3063 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2873 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2922 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2592 |
|
|
2020
Q4 | – | Sell |
-5,948
| Closed | -$347K | – | 2391 |
|
|
2020
Q3 | $347K | Buy |
+5,948
| New | +$347K | ﹤0.01% | 647 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2085 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2132 |
|
|
2019
Q4 | – | Sell |
-10,236
| Closed | -$754K | – | 1993 |
|
|
2019
Q3 | $754K | Buy |
+10,236
| New | +$754K | ﹤0.01% | 297 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1875 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 1907 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1973 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2116 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2115 |
|
|
2018
Q1 | – | Sell |
-9,404
| Closed | -$752K | – | 2029 |
|
|
2017
Q4 | $752K | Buy |
9,404
+8,732
| +1,299% | +$698K | 0.03% | 313 |
|
|
2017
Q3 | $50K | Buy |
+672
| New | +$50K | ﹤0.01% | 1061 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1921 |
|
|
2017
Q1 | – | Sell |
-16,019
| Closed | -$1.15M | – | 1910 |
|
|
2016
Q4 | $1.15M | Buy |
+16,019
| New | +$1.15M | 0.07% | 151 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1712 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1783 |
|
|
2016
Q1 | – | Sell |
-2,218
| Closed | -$125K | – | 1732 |
|
|
2015
Q4 | $125K | Buy |
+2,218
| New | +$125K | 0.01% | 621 |
|
|
2015
Q3 | – | Sell |
-2,642
| Closed | -$156K | – | 1868 |
|
|
2015
Q2 | $156K | Sell |
2,642
-2,996
| -53% | -$177K | 0.01% | 548 |
|
|
2015
Q1 | $338K | Buy |
5,638
+3,499
| +164% | +$210K | 0.04% | 283 |
|
|
2014
Q4 | $151K | Buy |
+2,139
| New | +$151K | 0.02% | 381 |
|