Legacy Financial Advisors’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
$560K Buy
4,258
+171
+4% +$22.5K 0.09% 186
2025
Q1
$461K Sell
4,087
-142
-3% -$16K 0.08% 206
2024
Q4
$510K Buy
4,229
+277
+7% +$33.4K 0.08% 188
2024
Q3
$493K Buy
3,952
+149
+4% +$18.6K 0.08% 199
2024
Q2
$405K Buy
3,803
+508
+15% +$54K 0.07% 206
2024
Q1
$332K Buy
3,295
+119
+4% +$12K 0.06% 231
2023
Q4
$321K Buy
3,176
+315
+11% +$31.9K 0.06% 222
2023
Q3
$250K Sell
2,861
-523
-15% -$45.7K 0.05% 222
2023
Q2
$323K Buy
3,384
+171
+5% +$16.3K 0.06% 191
2023
Q1
$307K Sell
3,213
-855
-21% -$81.7K 0.06% 184
2022
Q4
$382K Buy
4,068
+279
+7% +$26.2K 0.08% 143
2022
Q3
$341K Buy
3,789
+1,217
+47% +$110K 0.08% 141
2022
Q2
$249K Sell
2,572
-810
-24% -$78.4K 0.06% 175
2022
Q1
$373K Buy
3,382
+96
+3% +$10.6K 0.08% 136
2021
Q4
$349K Buy
3,286
+598
+22% +$63.5K 0.08% 128
2021
Q3
$267K Buy
2,688
+437
+19% +$43.4K 0.07% 143
2021
Q2
$228K Buy
+2,251
New +$228K 0.06% 152
2019
Q2
Sell
-742
Closed -$56K 743
2019
Q1
$56K Buy
742
+247
+50% +$18.6K 0.02% 259
2018
Q4
$34K Sell
495
-339
-41% -$23.3K 0.01% 309
2018
Q3
$66K Buy
834
+164
+24% +$13K 0.02% 217
2018
Q2
$52K Buy
670
+57
+9% +$4.42K 0.02% 246
2018
Q1
$47K Sell
613
-30
-5% -$2.3K 0.02% 255
2017
Q4
$52K Buy
+643
New +$52K 0.02% 236