Texas Yale Capital Corp’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 | $1.38M | Hold |
12,488
| – | – | 0.05% | 222 |
|
|
2025
Q1 | $1.19M | Buy |
12,488
+1,070
| +9% | +$102K | 0.05% | 242 |
|
|
2024
Q4 | $1.11M | Sell |
11,418
-420
| -4% | -$40.8K | 0.04% | 244 |
|
|
2024
Q3 | $1.07M | Sell |
11,838
-100
| -0.8% | -$9.02K | 0.05% | 257 |
|
|
2024
Q2 | $1M | Sell |
11,938
-400
| -3% | -$33.5K | 0.05% | 249 |
|
|
2024
Q1 | $1.21M | Buy |
12,338
+962
| +8% | +$94K | 0.05% | 232 |
|
|
2023
Q4 | $1.13M | Buy |
11,376
+728
| +7% | +$72K | 0.05% | 231 |
|
|
2023
Q3 | $898K | Sell |
10,648
-1,175
| -10% | -$99.1K | 0.04% | 243 |
|
|
2023
Q2 | $1.07M | Sell |
11,823
-425
| -3% | -$38.4K | 0.05% | 234 |
|
|
2023
Q1 | $1.09M | Sell |
12,248
-225
| -2% | -$20.1K | 0.06% | 235 |
|
|
2022
Q4 | $1.13M | Buy |
12,473
+425
| +4% | +$38.5K | 0.06% | 225 |
|
|
2022
Q3 | $1.06M | Buy |
12,048
+400
| +3% | +$35.1K | 0.07% | 224 |
|
|
2022
Q2 | $1.12M | Hold |
11,648
| – | – | 0.07% | 218 |
|
|
2022
Q1 | $1.37M | Hold |
11,648
| – | – | 0.07% | 209 |
|
|
2021
Q4 | $1.26M | Hold |
11,648
| – | – | 0.06% | 220 |
|
|
2021
Q3 | $1.16M | Hold |
11,648
| – | – | 0.07% | 221 |
|
|
2021
Q2 | $1.2M | Hold |
11,648
| – | – | 0.07% | 217 |
|
|
2021
Q1 | $1.04M | Hold |
11,648
| – | – | 0.07% | 228 |
|
|
2020
Q4 | $886K | Hold |
11,648
| – | – | 0.06% | 245 |
|
|
2020
Q3 | $680K | Buy |
11,648
+375
| +3% | +$21.9K | 0.05% | 259 |
|
|
2020
Q2 | $598K | Sell |
11,273
-1
| -0% | -$53 | 0.05% | 271 |
|
|
2020
Q1 | $567K | Sell |
11,274
-1,002
| -8% | -$50.4K | 0.06% | 263 |
|
|
2019
Q4 | $951K | Hold |
12,276
| – | – | 0.07% | 245 |
|
|
2019
Q3 | $905K | Hold |
12,276
| – | – | 0.06% | 251 |
|
|
2019
Q2 | $926K | Sell |
12,276
-11,244
| -48% | -$848K | 0.07% | 247 |
|
|
2019
Q1 | $1.76M | Buy |
23,520
+12,035
| +105% | +$901K | 0.07% | 242 |
|
|
2018
Q4 | $751K | Buy |
11,485
+310
| +3% | +$20.3K | 0.07% | 242 |
|
|
2018
Q3 | $922K | Hold |
11,175
| – | – | 0.07% | 241 |
|
|
2018
Q2 | $863K | Hold |
11,175
| – | – | 0.07% | 238 |
|
|
2018
Q1 | $844K | Hold |
11,175
| – | – | 0.07% | 239 |
|
|
2017
Q4 | $894K | Hold |
11,175
| – | – | 0.08% | 242 |
|
|
2017
Q3 | $846K | Hold |
11,175
| – | – | 0.07% | 250 |
|
|
2017
Q2 | $821K | Hold |
11,175
| – | – | 0.07% | 247 |
|
|
2017
Q1 | $836K | Buy |
11,175
+1,000
| +10% | +$74.8K | 0.07% | 241 |
|
|
2016
Q4 | $732K | Buy |
10,175
+175
| +2% | +$12.6K | 0.07% | 248 |
|
|
2016
Q3 | $656K | Hold |
10,000
| – | – | 0.06% | 261 |
|
|
2016
Q2 | $634K | Hold |
10,000
| – | – | 0.06% | 264 |
|
|
2016
Q1 | $607K | Sell |
10,000
-200
| -2% | -$12.1K | 0.06% | 256 |
|
|
2015
Q4 | $575K | Hold |
10,200
| – | – | 0.06% | 265 |
|
|
2015
Q3 | $556K | Hold |
10,200
| – | – | 0.05% | 285 |
|
|
2015
Q2 | $605K | Hold |
10,200
| – | – | 0.05% | 291 |
|
|
2015
Q1 | $612K | Hold |
10,200
| – | – | 0.05% | 295 |
|
|
2014
Q4 | $721K | Sell |
10,200
-816
| -7% | -$57.7K | 0.06% | 250 |
|
|
2014
Q3 | $811K | Buy |
11,016
+1,016
| +10% | +$74.8K | 0.08% | 196 |
|
|
2014
Q2 | $736K | Hold |
10,000
| – | – | 0.09% | 187 |
|
|
2014
Q1 | $670K | Hold |
10,000
| – | – | 0.09% | 188 |
|
|
2013
Q4 | $667K | Hold |
10,000
| – | – | 0.1% | 153 |
|
|
2013
Q3 | $668K | Hold |
10,000
| – | – | 0.11% | 154 |
|
|
2013
Q2 | $580K | Buy |
+10,000
| New | +$580K | 0.1% | 162 |
|