Yousif Capital Management’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 | $1.14M | Buy |
10,301
+710
| +7% | +$78.5K | 0.01% | 1062 |
|
|
2025
Q1 | $916K | Hold |
9,591
| – | – | 0.01% | 1158 |
|
|
2024
Q4 | $931K | Sell |
9,591
-1,155
| -11% | -$112K | 0.01% | 1191 |
|
|
2024
Q3 | $969K | Sell |
10,746
-896
| -8% | -$80.8K | 0.01% | 1196 |
|
|
2024
Q2 | $976K | Sell |
11,642
-935
| -7% | -$78.4K | 0.01% | 1149 |
|
|
2024
Q1 | $1.23M | Buy |
12,577
+60
| +0.5% | +$5.86K | 0.01% | 1090 |
|
|
2023
Q4 | $1.24M | Buy |
12,517
+750
| +6% | +$74.2K | 0.01% | 1110 |
|
|
2023
Q3 | $993K | Buy |
11,767
+180
| +2% | +$15.2K | 0.01% | 1143 |
|
|
2023
Q2 | $1.05M | Buy |
11,587
+100
| +0.9% | +$9.03K | 0.01% | 1126 |
|
|
2023
Q1 | $1.02M | Hold |
11,487
| – | – | 0.01% | 1136 |
|
|
2022
Q4 | $1.04M | Hold |
11,487
| – | – | 0.01% | 1136 |
|
|
2022
Q3 | $1.01M | Buy |
11,487
+1,530
| +15% | +$134K | 0.01% | 1181 |
|
|
2022
Q2 | $958K | Sell |
9,957
-70
| -0.7% | -$6.74K | 0.01% | 1255 |
|
|
2022
Q1 | $1.18M | Hold |
10,027
| – | – | 0.01% | 1278 |
|
|
2021
Q4 | $1.08M | Buy |
+10,027
| New | +$1.08M | 0.01% | 1339 |
|