Truist 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 | $10M | Sell |
90,764
-1,316
| -1% | -$146K | 0.01% | 580 |
|
|
2025
Q1 | $8.79M | Buy |
92,080
+426
| +0.5% | +$40.7K | 0.01% | 607 |
|
|
2024
Q4 | $8.89M | Buy |
91,654
+73,216
| +397% | +$7.11M | 0.01% | 610 |
|
|
2024
Q3 | $1.66M | Buy |
18,438
+766
| +4% | +$69.1K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $1.48M | Sell |
17,672
-611
| -3% | -$51.2K | ﹤0.01% | 1411 |
|
|
2024
Q1 | $1.79M | Buy |
18,283
+1,016
| +6% | +$99.2K | ﹤0.01% | 1330 |
|
|
2023
Q4 | $1.71M | Sell |
17,267
-2,698
| -14% | -$267K | ﹤0.01% | 1335 |
|
|
2023
Q3 | $1.68M | Sell |
19,965
-438
| -2% | -$37K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $1.84M | Buy |
20,403
+6,463
| +46% | +$584K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $1.24M | Buy |
13,940
+714
| +5% | +$63.6K | ﹤0.01% | 1450 |
|
|
2022
Q4 | $1.2M | Buy |
13,226
+918
| +7% | +$83.2K | ﹤0.01% | 1467 |
|
|
2022
Q3 | $1.08M | Sell |
12,308
-1,258
| -9% | -$110K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $1.31M | Sell |
13,566
-1,208
| -8% | -$116K | ﹤0.01% | 1418 |
|
|
2022
Q1 | $1.74M | Sell |
14,774
-5,241
| -26% | -$618K | ﹤0.01% | 1345 |
|
|
2021
Q4 | $2.16M | Sell |
20,015
-1,784
| -8% | -$192K | ﹤0.01% | 1260 |
|
|
2021
Q3 | $2.17M | Sell |
21,799
-776
| -3% | -$77.4K | ﹤0.01% | 1237 |
|
|
2021
Q2 | $2.32M | Sell |
22,575
-526
| -2% | -$54K | ﹤0.01% | 1212 |
|
|
2021
Q1 | $2.06M | Buy |
23,101
+1,215
| +6% | +$108K | ﹤0.01% | 1219 |
|
|
2020
Q4 | $1.66M | Sell |
21,886
-2,396
| -10% | -$182K | ﹤0.01% | 1246 |
|
|
2020
Q3 | $1.42M | Sell |
24,282
-338
| -1% | -$19.8K | ﹤0.01% | 1206 |
|
|
2020
Q2 | $1.31M | Sell |
24,620
-68,423
| -74% | -$3.63M | ﹤0.01% | 1174 |
|
|
2020
Q1 | $4.68M | Buy |
93,043
+637
| +0.7% | +$32K | 0.01% | 696 |
|
|
2019
Q4 | $7.16M | Buy |
+92,406
| New | +$7.16M | 0.01% | 646 |
|