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