Forum Financial 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 | $829K | Sell |
6,300
-189
| -3% | -$24.9K | 0.01% | 249 |
|
|
2025
Q1 | $731K | Sell |
6,489
-11,100
| -63% | -$1.25M | 0.01% | 260 |
|
|
2024
Q4 | $2.12M | Buy |
17,589
+1,276
| +8% | +$154K | 0.04% | 114 |
|
|
2024
Q3 | $2.03M | Hold |
16,313
| – | – | 0.03% | 103 |
|
|
2024
Q2 | $1.74M | Hold |
16,313
| – | – | 0.03% | 116 |
|
|
2024
Q1 | $1.65M | Sell |
16,313
-173
| -1% | -$17.5K | 0.03% | 136 |
|
|
2023
Q4 | $1.67M | Sell |
16,486
-327
| -2% | -$33.1K | 0.03% | 106 |
|
|
2023
Q3 | $1.47M | Hold |
16,813
| – | – | 0.03% | 116 |
|
|
2023
Q2 | $1.61M | Buy |
16,813
+500
| +3% | +$47.8K | 0.04% | 104 |
|
|
2023
Q1 | $1.56M | Sell |
16,313
-1
| -0% | -$96 | 0.05% | 98 |
|
|
2022
Q4 | $1.53M | Buy |
16,314
+1
| +0% | +$94 | 0.05% | 89 |
|
|
2022
Q3 | $1.47M | Hold |
16,313
| – | – | 0.07% | 82 |
|
|
2022
Q2 | $1.58M | Hold |
16,313
| – | – | 0.08% | 80 |
|
|
2022
Q1 | $1.8M | Sell |
16,313
-99
| -0.6% | -$10.9K | 0.09% | 72 |
|
|
2021
Q4 | $1.74M | Buy |
+16,412
| New | +$1.74M | 0.09% | 71 |
|