Cresset Asset Management’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 | $585K | Sell |
4,449
-190
| -4% | -$25K | ﹤0.01% | 990 |
|
|
2025
Q1 | $523K | Sell |
4,639
-314
| -6% | -$35.4K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $597K | Sell |
4,953
-13,176
| -73% | -$1.59M | ﹤0.01% | 986 |
|
|
2024
Q3 | $2.26M | Buy |
18,129
+522
| +3% | +$65.1K | 0.01% | 734 |
|
|
2024
Q2 | $1.87M | Buy |
17,607
+1,671
| +10% | +$178K | 0.01% | 722 |
|
|
2024
Q1 | $1.61M | Buy |
15,936
+5,960
| +60% | +$601K | 0.01% | 743 |
|
|
2023
Q4 | $1.01M | Sell |
9,976
-2,254
| -18% | -$228K | 0.01% | 871 |
|
|
2023
Q3 | $1.07M | Sell |
12,230
-631
| -5% | -$55.2K | ﹤0.01% | 793 |
|
|
2023
Q2 | $1.23M | Buy |
+12,861
| New | +$1.23M | ﹤0.01% | 714 |
|
|
2022
Q2 | – | Sell |
-2,242
| Closed | -$247K | – | 1067 |
|
|
2022
Q1 | $247K | Buy |
+2,242
| New | +$247K | ﹤0.01% | 848 |
|
|
2021
Q4 | – | Sell |
-4,516
| Closed | -$450K | – | 1277 |
|
|
2021
Q3 | $450K | Buy |
4,516
+1,687
| +60% | +$168K | 0.01% | 673 |
|
|
2021
Q2 | $287K | Sell |
2,829
-46
| -2% | -$4.67K | ﹤0.01% | 793 |
|
|
2021
Q1 | $266K | Hold |
2,875
| – | – | ﹤0.01% | 732 |
|
|
2020
Q4 | $236K | Hold |
2,875
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $201K | Buy |
+2,875
| New | +$201K | ﹤0.01% | 644 |
|
|
2019
Q2 | – | Sell |
-1,181
| Closed | -$89K | – | 1444 |
|
|
2019
Q1 | $89K | Buy |
1,181
+1,001
| +556% | +$75.4K | ﹤0.01% | 592 |
|
|
2018
Q4 | $12K | Buy |
+180
| New | +$12K | ﹤0.01% | 819 |
|