Concord Wealth Partners’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 | $27.2K | Sell |
207
-205
| -50% | -$27K | ﹤0.01% | 426 |
|
|
2025
Q1 | $46.4K | Hold |
412
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $49.7K | Hold |
412
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $51.4K | Hold |
412
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $43.8K | Hold |
412
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $41.6K | Hold |
412
| – | – | 0.01% | 383 |
|
|
2023
Q4 | $41.7K | Hold |
412
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $36K | Hold |
412
| – | – | 0.01% | 421 |
|
|
2023
Q2 | $39.4K | Hold |
412
| – | – | 0.01% | 396 |
|
|
2023
Q1 | $39.4K | Sell |
412
-563
| -58% | -$53.8K | 0.01% | 383 |
|
|
2022
Q4 | $91.7K | Buy |
+975
| New | +$91.7K | 0.03% | 274 |
|
|
2022
Q3 | – | Sell |
-1,007
| Closed | -$97K | – | 938 |
|
|
2022
Q2 | $97K | Hold |
1,007
| – | – | 0.03% | 266 |
|
|
2022
Q1 | $111K | Sell |
1,007
-4
| -0.4% | -$441 | 0.03% | 284 |
|
|
2021
Q4 | $107K | Buy |
1,011
+544
| +116% | +$57.6K | 0.03% | 301 |
|
|
2021
Q3 | $46K | Sell |
467
-506
| -52% | -$49.8K | 0.02% | 234 |
|
|
2021
Q2 | $99K | Hold |
973
| – | – | 0.03% | 242 |
|
|
2021
Q1 | $90K | Buy |
973
+918
| +1,669% | +$84.9K | 0.03% | 233 |
|
|
2020
Q4 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 422 |
|