Geneos 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 | $548K | Sell |
4,169
-3,788
| -48% | -$498K | 0.01% | 680 |
|
|
2025
Q1 | $897K | Buy |
7,957
+4,409
| +124% | +$497K | 0.01% | 697 |
|
|
2024
Q4 | $428K | Buy |
3,548
+12
| +0.3% | +$1.45K | 0.02% | 629 |
|
|
2024
Q3 | $441K | Hold |
3,536
| – | – | 0.02% | 588 |
|
|
2024
Q2 | $376K | Hold |
3,536
| – | – | 0.02% | 563 |
|
|
2024
Q1 | $357K | Hold |
3,536
| – | – | 0.02% | 565 |
|
|
2023
Q4 | $358K | Hold |
3,536
| – | – | 0.02% | 543 |
|
|
2023
Q3 | $309K | Sell |
3,536
-20
| -0.6% | -$1.75K | 0.02% | 573 |
|
|
2023
Q2 | $340K | Hold |
3,556
| – | – | 0.02% | 555 |
|
|
2023
Q1 | $340K | Buy |
3,556
+20
| +0.6% | +$1.91K | 0.02% | 527 |
|
|
2022
Q4 | $332K | Hold |
3,536
| – | – | 0.02% | 495 |
|
|
2022
Q3 | $318K | Sell |
3,536
-7,143
| -67% | -$642K | 0.02% | 487 |
|
|
2022
Q2 | $1.04M | Sell |
10,679
-2,204
| -17% | -$215K | 0.05% | 313 |
|
|
2022
Q1 | $1.42M | Buy |
12,883
+292
| +2% | +$32.2K | 0.06% | 275 |
|
|
2021
Q4 | $1.34M | Buy |
12,591
+957
| +8% | +$102K | 0.05% | 327 |
|
|
2021
Q3 | $1.16M | Buy |
11,634
+54
| +0.5% | +$5.39K | 0.04% | 337 |
|
|
2021
Q2 | $1.18M | Sell |
11,580
-828
| -7% | -$84.6K | 0.05% | 322 |
|
|
2021
Q1 | $1.18M | Sell |
12,408
-535
| -4% | -$51K | 0.03% | 383 |
|
|
2020
Q4 | $1.12M | Buy |
12,943
+1,165
| +10% | +$101K | 0.04% | 321 |
|
|
2020
Q3 | $831K | Sell |
11,778
-34
| -0.3% | -$2.4K | 0.04% | 325 |
|
|
2020
Q2 | $787K | Buy |
11,812
+32
| +0.3% | +$2.13K | 0.04% | 324 |
|
|
2020
Q1 | $694K | Buy |
11,780
+724
| +7% | +$42.7K | 0.05% | 317 |
|
|
2019
Q4 | $874K | Buy |
11,056
+24
| +0.2% | +$1.9K | 0.05% | 322 |
|
|
2019
Q3 | $894K | Buy |
11,032
+26
| +0.2% | +$2.11K | 0.05% | 293 |
|
|
2019
Q2 | $873K | Sell |
11,006
-401
| -4% | -$31.8K | 0.05% | 302 |
|
|
2019
Q1 | $861K | Buy |
11,407
+161
| +1% | +$12.2K | 0.06% | 297 |
|
|
2018
Q4 | $766K | Sell |
11,246
-125
| -1% | -$8.51K | 0.06% | 296 |
|
|
2018
Q3 | $911K | Buy |
11,371
+21
| +0.2% | +$1.68K | 0.06% | 276 |
|
|
2018
Q2 | $854K | Buy |
11,350
+23
| +0.2% | +$1.73K | 0.07% | 247 |
|
|
2018
Q1 | $875K | Buy |
11,327
+21
| +0.2% | +$1.62K | 0.08% | 231 |
|
|
2017
Q4 | $923K | Buy |
11,306
+21
| +0.2% | +$1.71K | 0.08% | 219 |
|
|
2017
Q3 | $872K | Sell |
11,285
-178
| -2% | -$13.8K | 0.09% | 218 |
|
|
2017
Q2 | $831K | Buy |
11,463
+21
| +0.2% | +$1.52K | 0.09% | 218 |
|
|
2017
Q1 | $834K | Buy |
11,442
+8
| +0.1% | +$583 | 0.09% | 199 |
|
|
2016
Q4 | $774K | Buy |
11,434
+32
| +0.3% | +$2.17K | 0.1% | 192 |
|
|
2016
Q3 | $706K | Buy |
11,402
+215
| +2% | +$13.3K | 0.1% | 204 |
|
|
2016
Q2 | $662K | Buy |
11,187
+22
| +0.2% | +$1.3K | 0.1% | 196 |
|
|
2016
Q1 | $643K | Buy |
+11,165
| New | +$643K | 0.1% | 200 |
|