Clearstead 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 | $2.07M | Sell |
15,768
-30
| -0.2% | -$3.95K | 0.03% | 312 |
|
|
2025
Q1 | $1.78M | Buy |
15,798
+1,038
| +7% | +$117K | 0.03% | 322 |
|
|
2024
Q4 | $1.78M | Buy |
14,760
+180
| +1% | +$21.7K | 0.03% | 309 |
|
|
2024
Q3 | $1.82M | Hold |
14,580
| – | – | 0.03% | 312 |
|
|
2024
Q2 | $1.55M | Buy |
14,580
+12,595
| +635% | +$1.34M | 0.03% | 311 |
|
|
2024
Q1 | $208K | Hold |
1,985
| – | – | 0.01% | 460 |
|
|
2023
Q4 | $201K | Sell |
1,985
-1,985
| -50% | -$201K | 0.01% | 453 |
|
|
2023
Q3 | $347K | Buy |
3,970
+1,985
| +100% | +$174K | 0.01% | 455 |
|
|
2023
Q2 | $190K | Hold |
1,985
| – | – | 0.01% | 438 |
|
|
2023
Q1 | $190K | Sell |
1,985
-220
| -10% | -$21K | 0.01% | 402 |
|
|
2022
Q4 | $207K | Hold |
2,205
| – | – | 0.02% | 374 |
|
|
2022
Q3 | $199K | Hold |
2,205
| – | – | 0.02% | 360 |
|
|
2022
Q2 | $213K | Hold |
2,205
| – | – | 0.02% | 362 |
|
|
2022
Q1 | $243K | Hold |
2,205
| – | – | 0.02% | 379 |
|
|
2021
Q4 | $234K | Hold |
2,205
| – | – | 0.02% | 365 |
|
|
2021
Q3 | $219K | Buy |
2,205
+220
| +11% | +$21.9K | 0.02% | 352 |
|
|
2021
Q2 | $201K | Buy |
1,985
+1
| +0.1% | +$101 | 0.02% | 344 |
|
|
2021
Q1 | $183K | Hold |
1,984
| – | – | 0.02% | 346 |
|
|
2020
Q4 | $163K | Hold |
1,984
| – | – | 0.01% | 345 |
|
|
2020
Q3 | $139K | Sell |
1,984
-522
| -21% | -$36.6K | 0.01% | 322 |
|
|
2020
Q2 | $170K | Buy |
2,506
+522
| +26% | +$35.4K | 0.02% | 292 |
|
|
2020
Q1 | $122K | Buy |
+1,984
| New | +$122K | 0.02% | 302 |
|