Smith, Moore & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Sell |
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|
2019
Q3 | $299K | Hold |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $326K | Hold |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $360K | Sell |
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|
2018
Q2 | $352K | Buy |
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|
2018
Q1 | $306K | Sell |
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|
2017
Q4 | $356K | Sell |
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|
2017
Q3 | $345K | Buy |
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|
2017
Q2 | $296K | Hold |
|
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|
2017
Q1 | $302K | Sell |
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|
2016
Q4 | $298K | Hold |
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|
2016
Q3 | $272K | Hold |
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|
2016
Q2 | $263K | Buy |
|