Aspiriant LLC’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 | $3.73M | Buy |
28,359
+7
| +0% | +$921 | 0.12% | 78 |
|
|
2025
Q1 | $3.2M | Sell |
28,352
-2,404
| -8% | -$271K | 0.11% | 73 |
|
|
2024
Q4 | $3.71M | Buy |
30,756
+48
| +0.2% | +$5.78K | 0.13% | 66 |
|
|
2024
Q3 | $3.83M | Sell |
30,708
-71
| -0.2% | -$8.86K | 0.15% | 65 |
|
|
2024
Q2 | $3.27M | Buy |
30,779
+132
| +0.4% | +$14K | 0.13% | 69 |
|
|
2024
Q1 | $3.09M | Sell |
30,647
-1,668
| -5% | -$168K | 0.13% | 74 |
|
|
2023
Q4 | $3.27M | Hold |
32,315
| – | – | 0.15% | 68 |
|
|
2023
Q3 | $2.83M | Hold |
32,315
| – | – | 0.14% | 71 |
|
|
2023
Q2 | $3.09M | Hold |
32,315
| – | – | 0.16% | 67 |
|
|
2023
Q1 | $3.09M | Hold |
32,315
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $3.04M | Hold |
32,315
| – | – | 0.15% | 66 |
|
|
2022
Q3 | $2.91M | Hold |
32,315
| – | – | 0.14% | 66 |
|
|
2022
Q2 | $3.13M | Hold |
32,315
| – | – | 0.15% | 63 |
|
|
2022
Q1 | $3.56M | Sell |
32,315
-267
| -0.8% | -$29.4K | 0.2% | 59 |
|
|
2021
Q4 | $3.46M | Sell |
32,582
-1,102
| -3% | -$117K | 0.18% | 63 |
|
|
2021
Q3 | $3.35M | Sell |
33,684
-142
| -0.4% | -$14.1K | 0.2% | 55 |
|
|
2021
Q2 | $3.43M | Buy |
33,826
+1,511
| +5% | +$153K | 0.19% | 55 |
|
|
2021
Q1 | $2.98M | Sell |
32,315
-4,247
| -12% | -$392K | 0.19% | 49 |
|
|
2020
Q4 | $3M | Buy |
36,562
+2,095
| +6% | +$172K | 0.2% | 49 |
|
|
2020
Q3 | $2.42M | Hold |
34,467
| – | – | 0.19% | 60 |
|
|
2020
Q2 | $2.34M | Sell |
34,467
-3,215
| -9% | -$218K | 0.22% | 50 |
|
|
2020
Q1 | $2.32M | Buy |
37,682
+3,215
| +9% | +$198K | 0.23% | 45 |
|
|
2019
Q4 | $2.73M | Hold |
34,467
| – | – | 0.25% | 48 |
|
|
2019
Q3 | $2.8M | Sell |
34,467
-2,033
| -6% | -$165K | 0.25% | 60 |
|
|
2019
Q2 | $2.9M | Hold |
36,500
| – | – | 0.24% | 62 |
|
|
2019
Q1 | $2.76M | Sell |
36,500
-36,500
| -50% | -$2.76M | 0.23% | 69 |
|
|
2018
Q4 | $5M | Hold |
73,000
| – | – | 0.38% | 46 |
|
|
2018
Q3 | $5.85M | Hold |
73,000
| – | – | 0.5% | 41 |
|
|
2018
Q2 | $5.5M | Hold |
73,000
| – | – | 0.47% | 45 |
|
|
2018
Q1 | $5.64M | Buy |
+73,000
| New | +$5.64M | 0.49% | 40 |
|
|
2017
Q4 | – | Sell |
-77,000
| Closed | -$5.96M | – | 158 |
|
|
2017
Q3 | $5.96M | Sell |
77,000
-3,500
| -4% | -$271K | 0.5% | 40 |
|
|
2017
Q2 | $5.84M | Buy |
+80,500
| New | +$5.84M | 0.51% | 36 |
|