Carson Advisory’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
$223K Sell
1,696
-100
-6% -$13.2K 0.14% 156
2025
Q1
$202K Hold
1,796
0.14% 158
2024
Q4
$216K Buy
1,796
+5
+0.3% +$603 0.15% 147
2024
Q3
$223K Sell
1,791
-94
-5% -$11.7K 0.14% 159
2024
Q2
$201K Buy
+1,885
New +$201K 0.14% 158
2023
Q3
Sell
-2,310
Closed -$221K 161
2023
Q2
$221K Buy
2,310
+7
+0.3% +$668 0.19% 138
2023
Q1
$220K Buy
2,303
+6
+0.3% +$573 0.2% 129
2022
Q4
$216K Buy
2,297
+5
+0.2% +$470 0.21% 117
2022
Q3
$206K Buy
2,292
+6
+0.3% +$539 0.23% 115
2022
Q2
$221K Buy
2,286
+6
+0.3% +$580 0.25% 103
2022
Q1
$251K Buy
2,280
+5
+0.2% +$550 0.25% 99
2021
Q4
$242K Buy
+2,275
New +$242K 0.25% 108