Tompkins 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 | $111K | Hold |
1,000
| – | – | 0.01% | 233 |
|
|
2025
Q1 | $95.5K | Hold |
1,000
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $97.1K | Hold |
1,000
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $90.2K | Hold |
1,000
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $83.9K | Hold |
1,000
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $97.7K | Hold |
1,000
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $98.9K | Hold |
1,000
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $84.4K | Hold |
1,000
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $90.3K | Hold |
1,000
| – | – | 0.01% | 276 |
|
|
2023
Q1 | $89.1K | Hold |
1,000
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $91K | Hold |
1,000
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $88K | Hold |
1,000
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $96K | Hold |
1,000
| – | – | 0.02% | 270 |
|
|
2022
Q1 | $118K | Buy |
+1,000
| New | +$118K | 0.02% | 266 |
|