Carret Asset 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
Sell
2025
Q3
$244K Hold
2025
Q2
$218K Buy
2025
Q1
Sell
2024
Q4
$201K Sell
2024
Q3
$216K Buy
2024
Q1
Sell
2023
Q4
$207K Buy
2023
Q3
Sell
2023
Q2
$202K Sell
2023
Q1
$207K Sell
2022
Q4
$218K Hold
2022
Q3
$209K Sell
2022
Q2
$229K Hold
2022
Q1
$261K Hold
2021
Q4
$252K Hold
2021
Q3
$236K Sell
2021
Q2
$242K Hold
2021
Q1
$220K Buy