Stephens Inc’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
Q3 | $374K | Sell |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $320K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $991K | Buy |
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|
2017
Q2 | $932K | Buy |
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|
2017
Q1 | $784K | Sell |
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|
2016
Q4 | $836K | Buy |
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|
2016
Q3 | $700K | Buy |
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|
2016
Q2 | $665K | Buy |
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|
2016
Q1 | $562K | Buy |
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|
2015
Q4 | $503K | Buy |
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|
2015
Q3 | $465K | Buy |
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|
2015
Q2 | $491K | Buy |
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|
2015
Q1 | $485K | Buy |
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|
2014
Q4 | $487K | Buy |
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|
2014
Q3 | $470K | Buy |
|