LWANC
Laurel Wealth Advisors (North Carolina)’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
371,629
+368,804
| +13,055% | +$2.8M | 0.04% | 173 |
|
|
2025
Q1 | $318K | Hold |
2,825
| – | – | 0.05% | 148 |
|
|
2024
Q4 | $340K | Hold |
2,825
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $352K | Hold |
2,825
| – | – | 0.06% | 140 |
|
|
2024
Q2 | $301K | Hold |
2,825
| – | – | 0.05% | 145 |
|
|
2024
Q1 | $285K | Hold |
2,825
| – | – | 0.05% | 148 |
|
|
2023
Q4 | $286K | Hold |
2,825
| – | – | 0.05% | 146 |
|
|
2023
Q3 | $247K | Hold |
2,825
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $270K | Sell |
2,825
-678
| -19% | -$64.8K | 0.05% | 145 |
|
|
2023
Q1 | $335K | Hold |
3,503
| – | – | 0.07% | 134 |
|
|
2022
Q4 | $329K | Hold |
3,503
| – | – | 0.07% | 128 |
|
|
2022
Q3 | $315K | Hold |
3,503
| – | – | 0.08% | 131 |
|
|
2022
Q2 | $339K | Hold |
3,503
| – | – | 0.08% | 131 |
|
|
2022
Q1 | $386K | Hold |
3,503
| – | – | 0.08% | 130 |
|
|
2021
Q4 | $372K | Hold |
3,503
| – | – | 0.08% | 133 |
|
|
2021
Q3 | $348K | Sell |
3,503
-710
| -17% | -$70.5K | 0.08% | 133 |
|
|
2021
Q2 | $427K | Hold |
4,213
| – | – | 0.09% | 130 |
|
|
2021
Q1 | $388K | Hold |
4,213
| – | – | 0.09% | 128 |
|
|
2020
Q4 | $346K | Buy |
4,213
+2,825
| +204% | +$232K | 0.09% | 129 |
|
|
2020
Q3 | $97K | Hold |
1,388
| – | – | 0.03% | 183 |
|
|
2020
Q2 | $94K | Hold |
1,388
| – | – | 0.03% | 180 |
|
|
2020
Q1 | $85K | Hold |
1,388
| – | – | 0.03% | 177 |
|
|
2019
Q4 | $110K | Hold |
1,388
| – | – | 0.03% | 175 |
|
|
2019
Q3 | $113K | Hold |
1,388
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $110K | Hold |
1,388
| – | – | 0.04% | 171 |
|
|
2019
Q1 | $105K | Hold |
1,388
| – | – | 0.04% | 172 |
|
|
2018
Q4 | $95K | Buy |
+1,388
| New | +$95K | 0.04% | 165 |
|