SNS Financial Group’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 | $228K | Buy |
+2,063
| New | +$228K | 0.02% | 182 |
|
|
2025
Q1 | – | Sell |
-2,065
| Closed | -$200K | – | 191 |
|
|
2024
Q4 | $200K | Buy |
+2,065
| New | +$200K | 0.02% | 187 |
|
|
2024
Q2 | – | Sell |
-2,064
| Closed | -$202K | – | 188 |
|
|
2024
Q1 | $202K | Buy |
2,064
+7
| +0.3% | +$684 | 0.02% | 184 |
|
|
2023
Q4 | $204K | Buy |
+2,057
| New | +$204K | 0.02% | 176 |
|
|
2022
Q2 | – | Sell |
-2,025
| Closed | -$239K | – | 195 |
|
|
2022
Q1 | $239K | Hold |
2,025
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $218K | Hold |
2,025
| – | – | 0.02% | 200 |
|
|
2021
Q3 | $202K | Hold |
2,025
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $208K | Buy |
+2,025
| New | +$208K | 0.03% | 190 |
|