Tower Research Capital (TRC)’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 | $246K | Sell |
2,226
-28,445
| -93% | -$3.15M | 0.01% | 1591 |
|
2025
Q1 | $2.93M | Buy |
30,671
+25,557
| +500% | +$2.44M | 0.09% | 190 |
|
2024
Q4 | $496K | Sell |
5,114
-405
| -7% | -$39.3K | 0.01% | 1066 |
|
2024
Q3 | $498K | Buy |
5,519
+3,939
| +249% | +$355K | 0.01% | 869 |
|
2024
Q2 | $132K | Buy |
1,580
+1,520
| +2,533% | +$127K | ﹤0.01% | 2379 |
|
2024
Q1 | $5.86K | Sell |
60
-6,002
| -99% | -$586K | ﹤0.01% | 4475 |
|
2023
Q4 | $600K | Sell |
6,062
-12
| -0.2% | -$1.19K | 0.01% | 1229 |
|
2023
Q3 | $512K | Sell |
6,074
-2,859
| -32% | -$241K | 0.02% | 855 |
|
2023
Q2 | $807K | Buy |
8,933
+8,624
| +2,791% | +$779K | 0.03% | 645 |
|
2023
Q1 | $28K | Sell |
309
-4,593
| -94% | -$416K | ﹤0.01% | 3058 |
|
2022
Q4 | $444K | Buy |
4,902
+4,492
| +1,096% | +$407K | 0.02% | 771 |
|
2022
Q3 | $36K | Sell |
410
-9,977
| -96% | -$876K | ﹤0.01% | 3450 |
|
2022
Q2 | $997K | Sell |
10,387
-20,029
| -66% | -$1.92M | 0.02% | 685 |
|
2022
Q1 | $3.58M | Buy |
30,416
+25,565
| +527% | +$3.01M | 0.03% | 397 |
|
2021
Q4 | $519K | Buy |
4,851
+2,400
| +98% | +$257K | 0.01% | 1089 |
|
2021
Q3 | $243K | Buy |
2,451
+521
| +27% | +$51.7K | 0.01% | 1624 |
|
2021
Q2 | $197K | Sell |
1,930
-6,307
| -77% | -$644K | 0.01% | 1935 |
|
2021
Q1 | $732K | Buy |
8,237
+2,658
| +48% | +$236K | 0.01% | 947 |
|
2020
Q4 | $423K | Sell |
5,579
-5,579
| -50% | -$423K | 0.01% | 1118 |
|
2020
Q3 | $649K | Buy |
11,158
+10,416
| +1,404% | +$606K | 0.01% | 1393 |
|
2020
Q2 | $40K | Sell |
742
-2,270
| -75% | -$122K | ﹤0.01% | 3225 |
|
2020
Q1 | $153K | Buy |
3,012
+2,629
| +686% | +$134K | 0.01% | 854 |
|
2019
Q4 | $29K | Sell |
383
-27,849
| -99% | -$2.11M | ﹤0.01% | 1671 |
|
2019
Q3 | $2.08M | Buy |
28,232
+20,537
| +267% | +$1.51M | 0.14% | 110 |
|
2019
Q2 | $581K | Sell |
7,695
-10,443
| -58% | -$788K | 0.04% | 417 |
|
2019
Q1 | $1.36M | Buy |
18,138
+17,297
| +2,057% | +$1.3M | 0.08% | 190 |
|
2018
Q4 | $55K | Buy |
841
+441
| +110% | +$28.8K | ﹤0.01% | 1234 |
|
2018
Q3 | $33K | Sell |
400
-8,725
| -96% | -$720K | ﹤0.01% | 2007 |
|
2018
Q2 | $706K | Buy |
9,125
+2,710
| +42% | +$210K | 0.04% | 484 |
|
2018
Q1 | $484K | Buy |
6,415
+5,809
| +959% | +$438K | 0.04% | 490 |
|
2017
Q4 | $48K | Sell |
606
-19,480
| -97% | -$1.54M | 0.01% | 1359 |
|
2017
Q3 | $1.9M | Buy |
20,086
+19,991
| +21,043% | +$1.89M | 0.16% | 78 |
|
2017
Q2 | $9K | Sell |
95
-2,298
| -96% | -$218K | ﹤0.01% | 1648 |
|
2017
Q1 | $179K | Sell |
2,393
-128
| -5% | -$9.58K | 0.02% | 304 |
|
2016
Q4 | $181K | Buy |
2,521
+390
| +18% | +$28K | 0.02% | 670 |
|
2016
Q3 | $140K | Buy |
2,131
+200
| +10% | +$13.1K | 0.01% | 657 |
|
2016
Q2 | $123K | Buy |
1,931
+1,782
| +1,196% | +$114K | 0.01% | 976 |
|
2016
Q1 | $12K | Sell |
149
-4,851
| -97% | -$391K | ﹤0.01% | 1752 |
|
2015
Q4 | $390K | Buy |
5,000
+4,300
| +614% | +$335K | 0.06% | 138 |
|
2015
Q3 | $38K | Sell |
700
-3,939
| -85% | -$214K | ﹤0.01% | 1210 |
|
2015
Q2 | $343K | Buy |
4,639
+288
| +7% | +$21.3K | 0.03% | 205 |
|
2015
Q1 | $261K | Buy |
4,351
+3,477
| +398% | +$209K | 0.03% | 301 |
|
2014
Q4 | $62K | Sell |
874
-1,027
| -54% | -$72.9K | 0.01% | 922 |
|
2014
Q3 | $140K | Buy |
1,901
+1,196
| +170% | +$88.1K | 0.02% | 690 |
|
2014
Q2 | $55K | Sell |
705
-35,242
| -98% | -$2.75M | 0.01% | 1234 |
|
2014
Q1 | $2.66M | Buy |
35,947
+35,685
| +13,620% | +$2.64M | 0.34% | 60 |
|
2013
Q4 | $17K | Sell |
262
-2,241
| -90% | -$145K | ﹤0.01% | 2484 |
|
2013
Q3 | $167K | Sell |
2,503
-19,262
| -88% | -$1.29M | 0.02% | 877 |
|
2013
Q2 | $1.26M | Buy |
+21,765
| New | +$1.26M | 0.1% | 67 |
|