United Capital Financial Advisors’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 | $279K | Sell |
2,518
-130
| -5% | -$14.4K | ﹤0.01% | 940 |
|
|
2025
Q1 | $253K | Sell |
2,648
-67
| -2% | -$6.4K | ﹤0.01% | 934 |
|
|
2024
Q4 | $263K | Sell |
2,715
-23
| -0.8% | -$2.23K | ﹤0.01% | 918 |
|
|
2024
Q3 | $247K | Sell |
2,738
-80
| -3% | -$7.22K | ﹤0.01% | 941 |
|
|
2024
Q2 | $236K | Sell |
2,818
-46
| -2% | -$3.86K | ﹤0.01% | 926 |
|
|
2024
Q1 | $280K | Sell |
2,864
-243
| -8% | -$23.7K | ﹤0.01% | 897 |
|
|
2023
Q4 | $307K | Buy |
+3,107
| New | +$307K | ﹤0.01% | 855 |
|
|
2023
Q1 | – | Sell |
-2,229
| Closed | -$202K | – | 968 |
|
|
2022
Q4 | $202K | Sell |
2,229
-215
| -9% | -$19.5K | ﹤0.01% | 990 |
|
|
2022
Q3 | $214K | Buy |
+2,444
| New | +$214K | ﹤0.01% | 999 |
|
|
2020
Q1 | – | Sell |
-3,463
| Closed | -$268K | – | 1202 |
|
|
2019
Q4 | $268K | Buy |
+3,463
| New | +$268K | ﹤0.01% | 1170 |
|
|
2019
Q3 | – | Sell |
-3,243
| Closed | -$245K | – | 1318 |
|
|
2019
Q2 | $245K | Buy |
3,243
+558
| +21% | +$42.2K | ﹤0.01% | 1275 |
|
|
2019
Q1 | $201K | Buy |
+2,685
| New | +$201K | ﹤0.01% | 1248 |
|
|
2018
Q4 | – | Sell |
-2,464
| Closed | -$203K | – | 1289 |
|
|
2018
Q3 | $203K | Buy |
+2,464
| New | +$203K | ﹤0.01% | 1247 |
|
|
2017
Q2 | – | Sell |
-3,214
| Closed | -$240K | – | 1273 |
|
|
2017
Q1 | $240K | Buy |
+3,214
| New | +$240K | ﹤0.01% | 1132 |
|