Ategra Capital Management’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Hold |
0
| – | – | – | 30 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 26 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 26 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 25 |
|
|
2023
Q4 | – | Sell |
-5,448
| Closed | -$476K | – | 94 |
|
|
2023
Q3 | $476K | Sell |
5,448
-571
| -9% | -$53.1K | 0.26% | 60 |
|
|
2023
Q2 | $575K | Hold |
6,019
| – | – | 0.31% | 56 |
|
|
2023
Q1 | $575K | Hold |
6,019
| – | – | 0.32% | 61 |
|
|
2022
Q4 | $566K | Sell |
6,019
-150
| -2% | -$14.2K | 0.3% | 61 |
|
|
2022
Q3 | $555K | Hold |
6,169
| – | – | 0.3% | 62 |
|
|
2022
Q2 | $597K | Hold |
6,169
| – | – | 0.32% | 60 |
|
|
2022
Q1 | $680K | Sell |
6,169
-133
| -2% | -$14.9K | 0.31% | 62 |
|
|
2021
Q4 | $669K | Sell |
6,302
-85
| -1% | -$8.82K | 0.3% | 64 |
|
|
2021
Q3 | $635K | Sell |
6,387
-125
| -2% | -$12.7K | 0.32% | 67 |
|
|
2021
Q2 | $660K | Hold |
6,512
| – | – | 0.34% | 60 |
|
|
2021
Q1 | $600K | Hold |
6,512
| – | – | 0.35% | 57 |
|
|
2020
Q4 | $534K | Hold |
6,512
| – | – | 0.38% | 53 |
|
|
2020
Q3 | $457K | Hold |
6,512
| – | – | 0.41% | 53 |
|
|
2020
Q2 | $442K | Buy |
6,512
+559
| +9% | +$35.6K | 0.43% | 51 |
|
|
2020
Q1 | $366K | Buy |
5,953
+3,217
| +118% | +$239K | 0.43% | 49 |
|
|
2019
Q4 | $217K | Hold |
2,736
| – | – | 0.19% | 87 |
|
|
2019
Q3 | $222K | Hold |
2,736
| – | – | 0.2% | 88 |
|
|
2019
Q2 | $217K | Hold |
2,736
| – | – | 0.21% | 92 |
|
|
2019
Q1 | $207K | Buy |
+2,736
| New | +$207K | 0.21% | 88 |
|
Other funds holding RY
