Stifel Financial’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 | $27.1M | Buy |
244,760
+2,248
| +0.9% | +$249K | 0.03% | 495 |
|
|
2025
Q1 | $23.2M | Buy |
242,512
+11,317
| +5% | +$1.08M | 0.02% | 519 |
|
|
2024
Q4 | $22.4M | Buy |
231,195
+84,963
| +58% | +$8.25M | 0.02% | 534 |
|
|
2024
Q3 | $13.2M | Buy |
146,232
+3,496
| +2% | +$315K | 0.01% | 757 |
|
|
2024
Q2 | $12M | Buy |
142,736
+13,848
| +11% | +$1.16M | 0.01% | 743 |
|
|
2024
Q1 | $12.6M | Buy |
128,888
+75,109
| +140% | +$7.34M | 0.01% | 719 |
|
|
2023
Q4 | $5.32M | Sell |
53,779
-1,473
| -3% | -$146K | 0.01% | 1069 |
|
|
2023
Q3 | $4.66M | Sell |
55,252
-1,185
| -2% | -$100K | 0.01% | 1063 |
|
|
2023
Q2 | $5.1M | Sell |
56,437
-7,006
| -11% | -$633K | 0.01% | 1023 |
|
|
2023
Q1 | $5.65M | Buy |
63,443
+8,828
| +16% | +$787K | 0.01% | 949 |
|
|
2022
Q4 | $4.95M | Buy |
54,615
+1,565
| +3% | +$142K | 0.01% | 989 |
|
|
2022
Q3 | $4.65M | Buy |
53,050
+2,745
| +5% | +$241K | 0.01% | 993 |
|
|
2022
Q2 | $4.84M | Buy |
50,305
+1,300
| +3% | +$125K | 0.01% | 986 |
|
|
2022
Q1 | $5.78M | Sell |
49,005
-2,967
| -6% | -$350K | 0.01% | 983 |
|
|
2021
Q4 | $5.6M | Sell |
51,972
-1,184
| -2% | -$128K | 0.01% | 1013 |
|
|
2021
Q3 | $5.3M | Buy |
53,156
+7,440
| +16% | +$742K | 0.01% | 991 |
|
|
2021
Q2 | $4.69M | Buy |
45,716
+1,405
| +3% | +$144K | 0.01% | 1056 |
|
|
2021
Q1 | $3.95M | Sell |
44,311
-3,911
| -8% | -$348K | 0.01% | 1093 |
|
|
2020
Q4 | $3.67M | Buy |
48,222
+62
| +0.1% | +$4.71K | 0.01% | 1028 |
|
|
2020
Q3 | $2.81M | Buy |
48,160
+505
| +1% | +$29.5K | 0.01% | 1044 |
|
|
2020
Q2 | $2.53M | Buy |
47,655
+4
| +0% | +$212 | 0.01% | 1037 |
|
|
2020
Q1 | $2.4M | Buy |
47,651
+691
| +1% | +$34.8K | 0.01% | 965 |
|
|
2019
Q4 | $3.64M | Sell |
46,960
-400
| -0.8% | -$31K | 0.01% | 1003 |
|
|
2019
Q3 | $3.49M | Buy |
47,360
+8,923
| +23% | +$657K | 0.01% | 994 |
|
|
2019
Q2 | $2.91M | Buy |
38,437
+4,661
| +14% | +$353K | 0.01% | 1103 |
|
|
2019
Q1 | $2.53M | Sell |
33,776
-1,710
| -5% | -$128K | 0.01% | 1120 |
|
|
2018
Q4 | $2.31M | Sell |
35,486
-2,353
| -6% | -$153K | 0.01% | 1093 |
|
|
2018
Q3 | $3.12M | Sell |
37,839
-344,544
| -90% | -$28.4M | 0.01% | 1038 |
|
|
2018
Q2 | $29.5M | Sell |
382,383
-2,513
| -0.7% | -$194K | 0.09% | 224 |
|
|
2018
Q1 | $29.1M | Buy |
384,896
+523
| +0.1% | +$39.6K | 0.09% | 227 |
|
|
2017
Q4 | $30.9M | Buy |
384,373
+347,031
| +929% | +$27.9M | 0.1% | 213 |
|
|
2017
Q3 | $2.83M | Sell |
37,342
-298
| -0.8% | -$22.5K | 0.01% | 968 |
|
|
2017
Q2 | $2.77M | Sell |
37,640
-503
| -1% | -$37K | 0.01% | 957 |
|
|
2017
Q1 | $2.85M | Sell |
38,143
-211
| -0.6% | -$15.7K | 0.01% | 939 |
|
|
2016
Q4 | $2.76M | Buy |
38,354
+1,597
| +4% | +$115K | 0.01% | 909 |
|
|
2016
Q3 | $2.41M | Sell |
36,757
-2,489
| -6% | -$163K | 0.01% | 914 |
|
|
2016
Q2 | $2.49M | Sell |
39,246
-13,794
| -26% | -$874K | 0.01% | 905 |
|
|
2016
Q1 | $3.22M | Sell |
53,040
-573,938
| -92% | -$34.8M | 0.02% | 732 |
|
|
2015
Q4 | $35.4M | Buy |
626,978
+2,914
| +0.5% | +$164K | 0.18% | 132 |
|
|
2015
Q3 | $34M | Buy |
624,064
+79,057
| +15% | +$4.31M | 0.19% | 134 |
|
|
2015
Q2 | $32.3M | Buy |
545,007
+9,395
| +2% | +$557K | 0.17% | 152 |
|
|
2015
Q1 | $32.1M | Buy |
535,612
+53,290
| +11% | +$3.2M | 0.18% | 149 |
|
|
2014
Q4 | $34.1M | Buy |
482,322
+41,526
| +9% | +$2.94M | 0.19% | 141 |
|
|
2014
Q3 | $32.5M | Buy |
440,796
+12,116
| +3% | +$892K | 0.28% | 71 |
|
|
2014
Q2 | $31.5M | Buy |
428,680
+20,847
| +5% | +$1.53M | 0.28% | 67 |
|
|
2014
Q1 | $27.4M | Buy |
+407,833
| New | +$27.4M | 0.26% | 80 |
|