Integrated Wealth Concepts’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
$844K Buy
6,414
+321
+5% +$42.2K 0.01% 1017
2025
Q1
$687K Sell
6,093
-1,265
-17% -$143K 0.01% 1005
2024
Q4
$887K Sell
7,358
-890
-11% -$107K 0.01% 874
2024
Q3
$1.03M Sell
8,248
-1,039
-11% -$130K 0.01% 792
2024
Q2
$988K Sell
9,287
-1,680
-15% -$179K 0.01% 766
2024
Q1
$1.11M Sell
10,967
-348
-3% -$35.1K 0.02% 710
2023
Q4
$1.14M Sell
11,315
-1,613
-12% -$163K 0.02% 673
2023
Q3
$1.13M Sell
12,928
-433
-3% -$37.9K 0.02% 644
2023
Q2
$1.28M Buy
13,361
+300
+2% +$28.7K 0.02% 597
2023
Q1
$1.25M Sell
13,061
-17,963
-58% -$1.72M 0.03% 540
2022
Q4
$2.92M Buy
31,024
+213
+0.7% +$20K 0.08% 234
2022
Q3
$2.77M Buy
30,811
+847
+3% +$76.3K 0.09% 213
2022
Q2
$2.9M Buy
29,964
+187
+0.6% +$18.1K 0.09% 206
2022
Q1
$3.28M Buy
29,777
+1,594
+6% +$176K 0.1% 178
2021
Q4
$2.99M Buy
28,183
+3,370
+14% +$358K 0.09% 193
2021
Q3
$2.47M Buy
24,813
+3,429
+16% +$341K 0.08% 208
2021
Q2
$2.17M Sell
21,384
-43
-0.2% -$4.36K 0.08% 210
2021
Q1
$1.98M Buy
21,427
+1,842
+9% +$170K 0.08% 189
2020
Q4
$1.61M Buy
19,585
+917
+5% +$75.2K 0.08% 182
2020
Q3
$1.31M Sell
18,668
-102
-0.5% -$7.15K 0.08% 173
2020
Q2
$1.27M Buy
18,770
+1,295
+7% +$87.8K 0.09% 139
2020
Q1
$1.08M Buy
17,475
+5,298
+44% +$326K 0.1% 128
2019
Q4
$964K Buy
12,177
+6,994
+135% +$554K 0.08% 159
2019
Q3
$421K Buy
5,183
+1,828
+54% +$148K 0.05% 236
2019
Q2
$269K Buy
+3,355
New +$269K 0.04% 302