Steward Partners Investment Advisory’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 | $525K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $263K | Buy |
|
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|
2024
Q2 | $193K | Buy |
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|
2024
Q1 | $223K | Sell |
|
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|
2023
Q4 | $243K | Sell |
|
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $344K | Buy |
|
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $139K | Hold |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q4 | $150K | Hold |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $127K | Sell |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $117K | Sell |
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|
2020
Q3 | $182K | Buy |
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|
2020
Q2 | $159K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $379K | Sell |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $412K | Sell |
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|
2019
Q1 | $454K | Sell |
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|
2018
Q4 | $422K | Sell |
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|
2018
Q3 | $691K | Sell |
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|
2018
Q2 | $716K | Buy |
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|
2018
Q1 | $425K | Buy |
|