Aptus Capital Advisors’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
1,817
-16
| -0.9% | -$2.11K | ﹤0.01% | 878 |
|
|
2025
Q1 | $207K | Buy |
+1,833
| New | +$207K | ﹤0.01% | 874 |
|
|
2024
Q2 | – | Sell |
-5,940
| Closed | -$599K | – | 1220 |
|
|
2024
Q1 | $599K | Buy |
5,940
+563
| +10% | +$56.8K | 0.01% | 466 |
|
|
2023
Q4 | $544K | Hold |
5,377
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $470K | Hold |
5,377
| – | – | 0.01% | 390 |
|
|
2023
Q2 | $514K | Hold |
5,377
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $514K | Sell |
5,377
-498
| -8% | -$47.6K | 0.01% | 320 |
|
|
2022
Q4 | $552K | Buy |
5,875
+15
| +0.3% | +$1.41K | 0.02% | 334 |
|
|
2022
Q3 | $528K | Buy |
5,860
+419
| +8% | +$37.8K | 0.01% | 318 |
|
|
2022
Q2 | $527K | Buy |
5,441
+1,269
| +30% | +$123K | 0.01% | 270 |
|
|
2022
Q1 | $460K | Buy |
4,172
+64
| +2% | +$7.06K | 0.01% | 304 |
|
|
2021
Q4 | $436K | Hold |
4,108
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $409K | Hold |
4,108
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $416K | Hold |
4,108
| – | – | 0.01% | 275 |
|
|
2021
Q1 | $379K | Sell |
4,108
-30
| -0.7% | -$2.77K | 0.01% | 266 |
|
|
2020
Q4 | $339K | Hold |
4,138
| – | – | 0.02% | 242 |
|
|
2020
Q3 | $290K | Buy |
4,138
+30
| +0.7% | +$2.1K | 0.02% | 242 |
|
|
2020
Q2 | $278K | Hold |
4,108
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $252K | Hold |
4,108
| – | – | 0.02% | 226 |
|
|
2019
Q4 | $325K | Sell |
4,108
-116
| -3% | -$9.18K | 0.02% | 252 |
|
|
2019
Q3 | $342K | Hold |
4,224
| – | – | 0.02% | 270 |
|
|
2019
Q2 | $335K | Hold |
4,224
| – | – | 0.05% | 263 |
|
|
2019
Q1 | $319K | Buy |
+4,224
| New | +$319K | 0.05% | 243 |
|