EP Wealth 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 | $402K | Buy |
3,058
+155
| +5% | +$20.4K | ﹤0.01% | 874 |
|
|
2025
Q1 | $327K | Buy |
2,903
+19
| +0.7% | +$2.14K | ﹤0.01% | 873 |
|
|
2024
Q4 | $348K | Sell |
2,884
-24
| -0.8% | -$2.89K | ﹤0.01% | 817 |
|
|
2024
Q3 | $363K | Buy |
2,908
+203
| +8% | +$25.3K | ﹤0.01% | 794 |
|
|
2024
Q2 | $288K | Sell |
2,705
-347
| -11% | -$36.9K | ﹤0.01% | 668 |
|
|
2024
Q1 | $308K | Buy |
3,052
+397
| +15% | +$40K | ﹤0.01% | 619 |
|
|
2023
Q4 | $269K | Sell |
2,655
-40
| -1% | -$4.05K | ﹤0.01% | 648 |
|
|
2023
Q3 | $236K | Sell |
2,695
-34,075
| -93% | -$2.98M | ﹤0.01% | 617 |
|
|
2023
Q2 | $257K | Buy |
36,770
+24,382
| +197% | +$171K | ﹤0.01% | 593 |
|
|
2023
Q1 | $250K | Buy |
12,388
+9,803
| +379% | +$198K | ﹤0.01% | 528 |
|
|
2022
Q4 | $243K | Buy |
+2,585
| New | +$243K | ﹤0.01% | 506 |
|
|
2022
Q3 | – | Sell |
-2,085
| Closed | -$202K | – | 570 |
|
|
2022
Q2 | $202K | Hold |
2,085
| – | – | ﹤0.01% | 571 |
|
|
2022
Q1 | $230K | Hold |
2,085
| – | – | 0.01% | 543 |
|
|
2021
Q4 | $221K | Hold |
2,085
| – | – | 0.01% | 515 |
|
|
2021
Q3 | $207K | Hold |
2,085
| – | – | 0.01% | 504 |
|
|
2021
Q2 | $211K | Buy |
+2,085
| New | +$211K | 0.01% | 506 |
|