Kestra Private Wealth Services’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
$327K Sell
2,489
-423
-15% -$55.6K ﹤0.01% 1231
2025
Q1
$328K Buy
2,912
+23
+0.8% +$2.59K 0.01% 1154
2024
Q4
$348K Buy
2,889
+586
+25% +$70.6K 0.01% 1078
2024
Q3
$287K Sell
2,303
-1,009
-30% -$126K 0.01% 1097
2024
Q2
$352K Buy
3,312
+356
+12% +$37.9K 0.01% 980
2024
Q1
$298K Sell
2,956
-770
-21% -$77.7K 0.01% 1014
2023
Q4
$377K Buy
3,726
+990
+36% +$100K 0.01% 849
2023
Q3
$239K Buy
2,736
+264
+11% +$23.1K 0.01% 965
2023
Q2
$236K Buy
2,472
+31
+1% +$2.96K 0.01% 907
2023
Q1
$233K Buy
2,441
+116
+5% +$11.1K 0.01% 865
2022
Q4
$219K Sell
2,325
-196
-8% -$18.4K 0.01% 773
2022
Q3
$227K Buy
2,521
+87
+4% +$7.83K 0.01% 740
2022
Q2
$236K Sell
2,434
-257
-10% -$24.9K 0.01% 738
2022
Q1
$297K Sell
2,691
-81
-3% -$8.94K 0.01% 754
2021
Q4
$294K Buy
2,772
+26
+0.9% +$2.76K 0.01% 772
2021
Q3
$273K Buy
2,746
+83
+3% +$8.25K 0.02% 744
2021
Q2
$270K Sell
2,663
-25
-0.9% -$2.54K 0.02% 713
2021
Q1
$248K Buy
+2,688
New +$248K 0.02% 670