Kovitz Investment Group Partners’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
$1.19M Buy
9,051
+1,426
+19% +$188K 0.01% 756
2025
Q1
$860K Sell
7,625
-953
-11% -$107K ﹤0.01% 776
2024
Q4
$1.04M Sell
8,578
-198
-2% -$23.9K 0.01% 708
2024
Q3
$1.08M Buy
8,776
+800
+10% +$98.7K 0.01% 608
2024
Q2
$851K Buy
+7,976
New +$851K 0.01% 569