Lido 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
Q1 | – | Sell |
-1,673
| Closed | -$202K | – | 1425 |
|
|
2024
Q4 | $202K | Sell |
1,673
-134
| -7% | -$16.1K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $225K | Sell |
1,807
-250
| -12% | -$31.2K | ﹤0.01% | 1145 |
|
|
2024
Q2 | $219K | Sell |
2,057
-231
| -10% | -$24.6K | ﹤0.01% | 1127 |
|
|
2024
Q1 | $231K | Sell |
2,288
-1,494
| -40% | -$151K | ﹤0.01% | 1100 |
|
|
2023
Q4 | $382K | Buy |
3,782
+1,203
| +47% | +$122K | ﹤0.01% | 848 |
|
|
2023
Q3 | $226K | Sell |
2,579
-361
| -12% | -$31.6K | ﹤0.01% | 926 |
|
|
2023
Q2 | $281K | Sell |
2,940
-1,220
| -29% | -$117K | ﹤0.01% | 863 |
|
|
2023
Q1 | $398K | Buy |
+4,160
| New | +$398K | ﹤0.01% | 703 |
|
|
2022
Q4 | – | Sell |
-2,892
| Closed | -$260K | – | 890 |
|
|
2022
Q3 | $260K | Sell |
2,892
-113
| -4% | -$10.2K | ﹤0.01% | 711 |
|
|
2022
Q2 | $290K | Buy |
3,005
+758
| +34% | +$73.2K | ﹤0.01% | 662 |
|
|
2022
Q1 | $247K | Sell |
2,247
-48
| -2% | -$5.28K | ﹤0.01% | 781 |
|
|
2021
Q4 | $243K | Buy |
+2,295
| New | +$243K | ﹤0.01% | 782 |
|
|
2020
Q1 | – | Sell |
-5,789
| Closed | -$458K | – | 596 |
|
|
2019
Q4 | $458K | Buy |
+5,789
| New | +$458K | 0.02% | 362 |
|