Jones Financial Companies’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Buy |
6,471
+1,502
| +30% | +$195K | ﹤0.01% | 1069 |
|
|
2025
Q1 | $557K | Buy |
4,969
+959
| +24% | +$108K | ﹤0.01% | 1086 |
|
|
2024
Q4 | $483K | Buy |
4,010
+3,728
| +1,322% | +$449K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $35K | Buy |
282
+273
| +3,033% | +$33.9K | ﹤0.01% | 1767 |
|
|
2024
Q2 | $957 | Buy |
+9
| New | +$957 | ﹤0.01% | 2287 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$10.1K | – | 1443 |
|
|
2023
Q4 | $10.1K | Buy |
+100
| New | +$10.1K | ﹤0.01% | 678 |
|
|
2021
Q4 | – | Sell |
-443
| Closed | -$44K | – | 778 |
|
|
2021
Q3 | $44K | Buy |
443
+400
| +930% | +$39.7K | ﹤0.01% | 337 |
|
|
2021
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 581 |
|
|
2021
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 672 |
|
|
2020
Q4 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 532 |
|
|
2017
Q2 | – | Sell |
-5,270
| Closed | -$384K | – | 226 |
|
|
2017
Q1 | $384K | Buy |
5,270
+270
| +5% | +$19.7K | ﹤0.01% | 177 |
|
|
2016
Q4 | $339K | Buy |
+5,000
| New | +$339K | ﹤0.01% | 193 |
|
|
2013
Q4 | – | Sell |
-185
| Closed | -$12K | – | 477 |
|
|
2013
Q3 | $12K | Hold |
185
| – | – | ﹤0.01% | 497 |
|
|
2013
Q2 | $11K | Buy |
+185
| New | +$11K | ﹤0.01% | 580 |
|