Steward Partners Investment Advisory’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 | $525K | Sell |
4,742
-530
| -10% | -$58.6K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $504K | Buy |
5,272
+654
| +14% | +$62.5K | ﹤0.01% | 1213 |
|
|
2024
Q4 | $448K | Buy |
4,618
+1,703
| +58% | +$165K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $263K | Buy |
2,915
+618
| +27% | +$55.7K | ﹤0.01% | 1391 |
|
|
2024
Q2 | $193K | Buy |
2,297
+16
| +0.7% | +$1.34K | ﹤0.01% | 1462 |
|
|
2024
Q1 | $223K | Sell |
2,281
-175
| -7% | -$17.1K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $243K | Sell |
2,456
-1,067
| -30% | -$106K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $297K | Buy |
3,523
+852
| +32% | +$71.9K | ﹤0.01% | 1122 |
|
|
2023
Q2 | $241K | Sell |
2,671
-1,193
| -31% | -$108K | ﹤0.01% | 1201 |
|
|
2023
Q1 | $344K | Buy |
3,864
+2,404
| +165% | +$214K | 0.01% | 1062 |
|
|
2022
Q4 | $132K | Sell |
1,460
-196
| -12% | -$17.8K | ﹤0.01% | 1428 |
|
|
2022
Q3 | $145K | Buy |
1,656
+215
| +15% | +$18.8K | ﹤0.01% | 1338 |
|
|
2022
Q2 | $139K | Hold |
1,441
| – | – | ﹤0.01% | 1355 |
|
|
2022
Q1 | $170K | Buy |
1,441
+45
| +3% | +$5.31K | ﹤0.01% | 1363 |
|
|
2021
Q4 | $150K | Hold |
1,396
| – | – | ﹤0.01% | 1427 |
|
|
2021
Q3 | $139K | Buy |
1,396
+158
| +13% | +$15.7K | ﹤0.01% | 1423 |
|
|
2021
Q2 | $127K | Sell |
1,238
-4,169
| -77% | -$428K | ﹤0.01% | 1927 |
|
|
2021
Q1 | $482K | Buy |
5,407
+3,873
| +252% | +$345K | 0.01% | 906 |
|
|
2020
Q4 | $117K | Sell |
1,534
-1,574
| -51% | -$120K | ﹤0.01% | 1305 |
|
|
2020
Q3 | $182K | Buy |
3,108
+126
| +4% | +$7.38K | ﹤0.01% | 978 |
|
|
2020
Q2 | $159K | Sell |
2,982
-1,363
| -31% | -$72.7K | ﹤0.01% | 957 |
|
|
2020
Q1 | $219K | Sell |
4,345
-556
| -11% | -$28K | 0.01% | 761 |
|
|
2019
Q4 | $379K | Sell |
4,901
-324
| -6% | -$25.1K | 0.01% | 697 |
|
|
2019
Q3 | $385K | Sell |
5,225
-242
| -4% | -$17.8K | 0.01% | 654 |
|
|
2019
Q2 | $412K | Sell |
5,467
-596
| -10% | -$44.9K | 0.02% | 604 |
|
|
2019
Q1 | $454K | Sell |
6,063
-401
| -6% | -$30K | 0.02% | 543 |
|
|
2018
Q4 | $422K | Sell |
6,464
-1,914
| -23% | -$125K | 0.02% | 526 |
|
|
2018
Q3 | $691K | Sell |
8,378
-893
| -10% | -$73.7K | 0.03% | 432 |
|
|
2018
Q2 | $716K | Buy |
9,271
+3,643
| +65% | +$281K | 0.04% | 377 |
|
|
2018
Q1 | $425K | Buy |
+5,628
| New | +$425K | 0.03% | 454 |
|