Zions Bancorporation’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.76M | Buy |
59,377
+59,200
| +33,446% | +$5.75M | 0.36% | 57 |
|
|
2024
Q3 | $16K | Sell |
177
-173
| -49% | -$15.6K | ﹤0.01% | 548 |
|
|
2024
Q2 | $29.3K | Buy |
350
+40
| +13% | +$3.35K | ﹤0.01% | 491 |
|
|
2024
Q1 | $30.3K | Hold |
310
| – | – | ﹤0.01% | 492 |
|
|
2023
Q4 | $30.7K | Sell |
310
-3
| -1% | -$297 | ﹤0.01% | 473 |
|
|
2023
Q3 | $26.4K | Hold |
313
| – | – | ﹤0.01% | 466 |
|
|
2023
Q2 | $28.3K | Buy |
313
+7
| +2% | +$632 | ﹤0.01% | 474 |
|
|
2023
Q1 | $27.3K | Sell |
306
-11
| -3% | -$980 | ﹤0.01% | 495 |
|
|
2022
Q4 | $28.7K | Hold |
317
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $28K | Sell |
317
-9
| -3% | -$795 | ﹤0.01% | 497 |
|
|
2022
Q2 | $31K | Buy |
326
+1
| +0.3% | +$95 | ﹤0.01% | 529 |
|
|
2022
Q1 | $38K | Buy |
325
+8
| +3% | +$935 | ﹤0.01% | 549 |
|
|
2021
Q4 | $34K | Hold |
317
| – | – | ﹤0.01% | 523 |
|
|
2021
Q3 | $32K | Hold |
317
| – | – | ﹤0.01% | 512 |
|
|
2021
Q2 | $33K | Hold |
317
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $28K | Hold |
317
| – | – | ﹤0.01% | 512 |
|
|
2020
Q4 | $24K | Hold |
317
| – | – | ﹤0.01% | 517 |
|
|
2020
Q3 | $19K | Sell |
317
-31
| -9% | -$1.86K | ﹤0.01% | 541 |
|
|
2020
Q2 | $18K | Sell |
348
-154
| -31% | -$7.97K | ﹤0.01% | 511 |
|
|
2020
Q1 | $25K | Sell |
502
-625
| -55% | -$31.1K | ﹤0.01% | 409 |
|
|
2019
Q4 | $87K | Sell |
1,127
-10
| -0.9% | -$772 | 0.01% | 329 |
|
|
2019
Q3 | $84K | Buy |
+1,137
| New | +$84K | 0.01% | 349 |
|
|
2018
Q4 | – | Sell |
-2,122
| Closed | -$175K | – | 529 |
|
|
2018
Q3 | $175K | Buy |
+2,122
| New | +$175K | 0.04% | 188 |
|
|
2017
Q4 | – | Sell |
-2,329
| Closed | -$176K | – | 657 |
|
|
2017
Q3 | $176K | Buy |
2,329
+2,267
| +3,656% | +$171K | 0.03% | 287 |
|
|
2017
Q2 | $5K | Sell |
62
-166
| -73% | -$13.4K | ﹤0.01% | 430 |
|
|
2017
Q1 | $17K | Sell |
228
-479
| -68% | -$35.7K | ﹤0.01% | 298 |
|
|
2016
Q4 | $51K | Buy |
707
+1
| +0.1% | +$72 | 0.01% | 232 |
|
|
2016
Q3 | $46K | Buy |
706
+213
| +43% | +$13.9K | 0.01% | 243 |
|
|
2016
Q2 | $31K | Sell |
493
-683
| -58% | -$42.9K | 0.01% | 266 |
|
|
2016
Q1 | $75K | Buy |
1,176
+455
| +63% | +$29K | 0.01% | 192 |
|
|
2015
Q4 | $39K | Buy |
721
+669
| +1,287% | +$36.2K | 0.01% | 242 |
|
|
2015
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 672 |
|
|
2015
Q2 | – | Sell |
-188
| Closed | -$11K | – | 317 |
|
|
2015
Q1 | $11K | Buy |
+188
| New | +$11K | ﹤0.01% | 500 |
|