EPG Wealth 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 | $869K | Buy |
6,609
+43
| +0.7% | +$5.66K | 0.26% | 106 |
|
|
2025
Q1 | $740K | Buy |
6,566
+305
| +5% | +$34.4K | 0.21% | 135 |
|
|
2024
Q4 | $755K | Sell |
6,261
-49
| -0.8% | -$5.91K | 0.2% | 132 |
|
|
2024
Q3 | $787K | Buy |
+6,310
| New | +$787K | 0.2% | 130 |
|
|
2024
Q2 | – | Sell |
-6,871
| Closed | -$693K | – | 137 |
|
|
2024
Q1 | $693K | Buy |
6,871
+11
| +0.2% | +$1.11K | 0.17% | 146 |
|
|
2023
Q4 | $650K | Buy |
6,860
+320
| +5% | +$30.3K | 0.17% | 140 |
|
|
2023
Q3 | $572K | Sell |
6,540
-583
| -8% | -$51K | 0.17% | 139 |
|
|
2023
Q2 | $680K | Sell |
7,123
-20
| -0.3% | -$1.91K | 0.2% | 123 |
|
|
2023
Q1 | $683K | Buy |
7,143
+3,258
| +84% | +$311K | 0.22% | 108 |
|
|
2022
Q4 | $365K | Buy |
3,885
+193
| +5% | +$18.1K | 0.14% | 137 |
|
|
2022
Q3 | $332K | Buy |
3,692
+438
| +13% | +$39.4K | 0.14% | 146 |
|
|
2022
Q2 | $315K | Buy |
3,254
+46
| +1% | +$4.45K | 0.13% | 154 |
|
|
2022
Q1 | $354K | Buy |
3,208
+317
| +11% | +$35K | 0.12% | 156 |
|
|
2021
Q4 | $307K | Buy |
2,891
+146
| +5% | +$15.5K | 0.11% | 169 |
|
|
2021
Q3 | $273K | Buy |
2,745
+166
| +6% | +$16.5K | 0.11% | 168 |
|
|
2021
Q2 | $261K | Buy |
+2,579
| New | +$261K | 0.11% | 166 |
|
|
2020
Q2 | – | Sell |
-1,002
| Closed | -$62K | – | 634 |
|
|
2020
Q1 | $62K | Buy |
1,002
+123
| +14% | +$7.61K | 0.05% | 243 |
|
|
2019
Q4 | $70K | Buy |
+879
| New | +$70K | 0.05% | 191 |
|