Stephens Inc’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 | $339K | Sell |
3,064
-92
| -3% | -$10.2K | ﹤0.01% | 971 |
|
|
2025
Q1 | $301K | Sell |
3,156
-140
| -4% | -$13.4K | ﹤0.01% | 990 |
|
|
2024
Q4 | $320K | Buy |
+3,296
| New | +$320K | ﹤0.01% | 990 |
|
|
2018
Q3 | – | Sell |
-3,180
| Closed | -$246K | – | 1160 |
|
|
2018
Q2 | $246K | Sell |
3,180
-10,398
| -77% | -$804K | 0.01% | 759 |
|
|
2018
Q1 | $1.03M | Buy |
13,578
+432
| +3% | +$32.6K | 0.04% | 390 |
|
|
2017
Q4 | $1.05M | Buy |
13,146
+61
| +0.5% | +$4.88K | 0.04% | 362 |
|
|
2017
Q3 | $991K | Buy |
13,085
+396
| +3% | +$30K | 0.04% | 384 |
|
|
2017
Q2 | $932K | Buy |
12,689
+2,200
| +21% | +$162K | 0.03% | 450 |
|
|
2017
Q1 | $784K | Sell |
10,489
-1,136
| -10% | -$84.9K | 0.03% | 469 |
|
|
2016
Q4 | $836K | Buy |
11,625
+952
| +9% | +$68.5K | 0.03% | 400 |
|
|
2016
Q3 | $700K | Buy |
10,673
+190
| +2% | +$12.5K | 0.03% | 434 |
|
|
2016
Q2 | $665K | Buy |
10,483
+1,222
| +13% | +$77.5K | 0.03% | 443 |
|
|
2016
Q1 | $562K | Buy |
9,261
+339
| +4% | +$20.6K | 0.03% | 441 |
|
|
2015
Q4 | $503K | Buy |
8,922
+403
| +5% | +$22.7K | 0.03% | 448 |
|
|
2015
Q3 | $465K | Buy |
8,519
+235
| +3% | +$12.8K | 0.02% | 468 |
|
|
2015
Q2 | $491K | Buy |
8,284
+204
| +3% | +$12.1K | 0.02% | 502 |
|
|
2015
Q1 | $485K | Buy |
8,080
+1,192
| +17% | +$71.6K | 0.02% | 507 |
|
|
2014
Q4 | $487K | Buy |
6,888
+510
| +8% | +$36.1K | 0.02% | 504 |
|
|
2014
Q3 | $470K | Buy |
+6,378
| New | +$470K | 0.02% | 496 |
|