Stevens Capital Management’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 | – | Sell |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $258K | Buy |
|
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $2.99M | Buy |
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|
2018
Q4 | $2.21M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $846K | Buy |
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $562K | Sell |
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|
2014
Q3 | $2.03M | Buy |
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|
2014
Q2 | – | Sell |
|
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|
2014
Q1 | $2.35M | Buy |
|
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|
2013
Q4 | $2.22M | Buy |
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|
2013
Q3 | $250K | Buy |
|