Bragg Financial 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 | $13.2M | Buy |
100,071
+1,151
| +1% | +$151K | 0.47% | 83 |
|
|
2025
Q1 | $11.2M | Buy |
98,920
+2,751
| +3% | +$310K | 0.46% | 85 |
|
|
2024
Q4 | $11.6M | Sell |
96,169
-604
| -0.6% | -$72.8K | 0.47% | 83 |
|
|
2024
Q3 | $12.1M | Sell |
96,773
-1,345
| -1% | -$168K | 0.5% | 79 |
|
|
2024
Q2 | $10.4M | Sell |
98,118
-1,640
| -2% | -$174K | 0.47% | 88 |
|
|
2024
Q1 | $10.1M | Buy |
99,758
+1,656
| +2% | +$167K | 0.45% | 92 |
|
|
2023
Q4 | $9.92M | Sell |
98,102
-4,480
| -4% | -$453K | 0.47% | 85 |
|
|
2023
Q3 | $8.97M | Buy |
102,582
+620
| +0.6% | +$54.2K | 0.47% | 81 |
|
|
2023
Q2 | $9.74M | Buy |
101,962
+977
| +1% | +$93.3K | 0.53% | 79 |
|
|
2023
Q1 | $9.65M | Sell |
100,985
-115
| -0.1% | -$11K | 0.57% | 74 |
|
|
2022
Q4 | $9.51M | Sell |
101,100
-3,053
| -3% | -$287K | 0.58% | 72 |
|
|
2022
Q3 | $9.38M | Buy |
104,153
+2,353
| +2% | +$212K | 0.65% | 60 |
|
|
2022
Q2 | $9.86M | Buy |
101,800
+3,299
| +3% | +$319K | 0.65% | 62 |
|
|
2022
Q1 | $10.9M | Buy |
98,501
+4,918
| +5% | +$542K | 0.63% | 66 |
|
|
2021
Q4 | $9.31M | Hold |
93,583
| – | – | 0.6% | 71 |
|
|
2021
Q3 | $9.31M | Buy |
93,583
+1,388
| +2% | +$138K | 0.6% | 71 |
|
|
2021
Q2 | $9.34M | Buy |
92,195
+4,176
| +5% | +$423K | 0.6% | 69 |
|
|
2021
Q1 | $8.12M | Buy |
88,019
+1,900
| +2% | +$175K | 0.55% | 75 |
|
|
2020
Q4 | $7.07M | Buy |
86,119
+2,511
| +3% | +$206K | 0.62% | 63 |
|
|
2020
Q3 | $5.86M | Sell |
83,608
-1,753
| -2% | -$123K | 0.6% | 60 |
|
|
2020
Q2 | $5.79M | Buy |
85,361
+5,413
| +7% | +$367K | 0.64% | 57 |
|
|
2020
Q1 | $4.92M | Buy |
79,948
+8,117
| +11% | +$500K | 0.66% | 57 |
|
|
2019
Q4 | $5.69M | Buy |
71,831
+2,038
| +3% | +$161K | 0.64% | 56 |
|
|
2019
Q3 | $5.66M | Buy |
69,793
+2,144
| +3% | +$174K | 0.69% | 49 |
|
|
2019
Q2 | $5.37M | Buy |
67,649
+2,360
| +4% | +$187K | 0.66% | 51 |
|
|
2019
Q1 | $4.93M | Buy |
65,289
+3,060
| +5% | +$231K | 0.64% | 54 |
|
|
2018
Q4 | $4.26M | Buy |
62,229
+2,959
| +5% | +$203K | 0.64% | 53 |
|
|
2018
Q3 | $4.75M | Buy |
59,270
+3,005
| +5% | +$241K | 0.64% | 54 |
|
|
2018
Q2 | $4.24M | Buy |
56,265
+10,220
| +22% | +$770K | 0.6% | 58 |
|
|
2018
Q1 | $3.56M | Buy |
46,045
+8,055
| +21% | +$623K | 0.52% | 72 |
|
|
2017
Q4 | $3.1M | Buy |
37,990
+1,512
| +4% | +$123K | 0.45% | 83 |
|
|
2017
Q3 | $2.82M | Hold |
36,478
| – | – | 0.43% | 89 |
|
|
2017
Q2 | $2.65M | Hold |
36,478
| – | – | 0.42% | 97 |
|
|
2017
Q1 | $2.66M | Hold |
36,478
| – | – | 0.43% | 96 |
|
|
2016
Q4 | $2.47M | Buy |
36,478
+4,426
| +14% | +$300K | 0.41% | 100 |
|
|
2016
Q3 | $1.99M | Buy |
32,052
+3,546
| +12% | +$220K | 0.35% | 110 |
|
|
2016
Q2 | $1.68M | Sell |
28,506
-550
| -2% | -$32.5K | 0.3% | 119 |
|
|
2016
Q1 | $1.67M | Buy |
29,056
+80
| +0.3% | +$4.6K | 0.32% | 118 |
|
|
2015
Q4 | $1.55M | Sell |
28,976
-305
| -1% | -$16.3K | 0.33% | 105 |
|
|
2015
Q3 | $1.62M | Sell |
29,281
-522
| -2% | -$28.8K | 0.39% | 97 |
|
|
2015
Q2 | $1.82M | Buy |
29,803
+392
| +1% | +$24K | 0.42% | 93 |
|
|
2015
Q1 | $1.78M | Buy |
29,411
+13,862
| +89% | +$837K | 0.41% | 98 |
|
|
2014
Q4 | $1.07M | Hold |
15,549
| – | – | 0.26% | 120 |
|
|
2014
Q3 | $1.11M | Sell |
15,549
-70
| -0.4% | -$5K | 0.28% | 119 |
|
|
2014
Q2 | $1.12M | Sell |
15,619
-17,486
| -53% | -$1.25M | 0.27% | 127 |
|
|
2014
Q1 | $2.19M | Hold |
33,105
| – | – | 0.53% | 74 |
|
|
2013
Q4 | $2.23M | Hold |
33,105
| – | – | 0.54% | 76 |
|
|
2013
Q3 | $2.13M | Hold |
33,105
| – | – | 0.55% | 72 |
|
|
2013
Q2 | $1.93M | Buy |
+33,105
| New | +$1.93M | 0.53% | 74 |
|