Kozak & Associates’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 | $85.9K | Hold |
649
| – | – | 0.02% | 116 |
|
|
2025
Q1 | $74.9K | Hold |
649
| – | – | 0.02% | 111 |
|
|
2024
Q4 | $78.2K | Hold |
649
| – | – | 0.02% | 112 |
|
|
2024
Q3 | $81.8K | Hold |
649
| – | – | 0.02% | 111 |
|
|
2024
Q2 | $70.8K | Hold |
649
| – | – | 0.02% | 108 |
|
|
2024
Q1 | $68.8K | Sell |
649
-88
| -12% | -$9.33K | 0.02% | 116 |
|
|
2023
Q4 | $72.5K | Hold |
737
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $62K | Hold |
737
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $70.9K | Hold |
737
| – | – | 0.03% | 118 |
|
|
2023
Q1 | $70.4K | Hold |
737
| – | – | 0.03% | 123 |
|
|
2022
Q4 | $69K | Hold |
737
| – | – | 0.03% | 127 |
|
|
2022
Q3 | $63K | Hold |
737
| – | – | 0.04% | 128 |
|
|
2022
Q2 | $71K | Hold |
737
| – | – | 0.05% | 127 |
|
|
2022
Q1 | $80K | Hold |
737
| – | – | 0.05% | 128 |
|
|
2021
Q4 | $80K | Hold |
737
| – | – | 0.05% | 128 |
|
|
2021
Q3 | $78K | Buy |
+737
| New | +$78K | 0.05% | 125 |
|