Live Oak Private Wealth’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 | $7.06M | Hold |
53,689
| – | – | 1.05% | 36 |
|
|
2025
Q1 | $6.05M | Hold |
53,689
| – | – | 0.98% | 38 |
|
|
2024
Q4 | $6.47M | Sell |
53,689
-3,887
| -7% | -$468K | 1.09% | 36 |
|
|
2024
Q3 | $7.18M | Sell |
57,576
-185
| -0.3% | -$23.1K | 1.17% | 35 |
|
|
2024
Q2 | $6.14M | Sell |
57,761
-1,350
| -2% | -$144K | 1.06% | 37 |
|
|
2024
Q1 | $5.96M | Sell |
59,111
-3,777
| -6% | -$381K | 1.03% | 41 |
|
|
2023
Q4 | $6.36M | Sell |
62,888
-5,085
| -7% | -$514K | 1.2% | 34 |
|
|
2023
Q3 | $5.94M | Sell |
67,973
-75
| -0.1% | -$6.56K | 1.27% | 36 |
|
|
2023
Q2 | $6.5M | Sell |
68,048
-5,075
| -7% | -$485K | 1.29% | 34 |
|
|
2023
Q1 | $6.99M | Buy |
73,123
+10,615
| +17% | +$1.01M | 1.44% | 30 |
|
|
2022
Q4 | $5.88M | Hold |
62,508
| – | – | 1.22% | 36 |
|
|
2022
Q3 | $5.63M | Sell |
62,508
-526
| -0.8% | -$47.4K | 1.26% | 33 |
|
|
2022
Q2 | $6.1M | Hold |
63,034
| – | – | 1.28% | 24 |
|
|
2022
Q1 | $6.95M | Sell |
63,034
-5,046
| -7% | -$556K | 1.35% | 23 |
|
|
2021
Q4 | $7.23M | Buy |
68,080
+920
| +1% | +$97.6K | 1.35% | 24 |
|
|
2021
Q3 | $6.68M | Sell |
67,160
-8,500
| -11% | -$846K | 1.36% | 24 |
|
|
2021
Q2 | $7.67M | Buy |
75,660
+42,553
| +129% | +$4.31M | 1.69% | 13 |
|
|
2021
Q1 | $3.05M | Hold |
33,107
| – | – | 0.75% | 51 |
|
|
2020
Q4 | $2.72M | Buy |
+33,107
| New | +$2.72M | 0.76% | 46 |
|