Lorne Steinberg Wealth Management’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 | $16.1M | Buy |
121,904
+5,429
| +5% | +$716K | 4.2% | 1 |
|
|
2025
Q1 | $13.1M | Buy |
116,475
+4,413
| +4% | +$498K | 3.83% | 1 |
|
|
2024
Q4 | $13.5M | Sell |
112,062
-514
| -0.5% | -$61.9K | 3.91% | 1 |
|
|
2024
Q3 | $14.1M | Buy |
112,576
+8,360
| +8% | +$1.04M | 4.06% | 1 |
|
|
2024
Q2 | $11.1M | Sell |
104,216
-1,952
| -2% | -$208K | 3.57% | 3 |
|
|
2024
Q1 | $10.7M | Sell |
106,168
-306
| -0.3% | -$30.9K | 3.34% | 2 |
|
|
2023
Q4 | $10.8M | Buy |
106,474
+5,017
| +5% | +$507K | 3.62% | 1 |
|
|
2023
Q3 | $8.91M | Buy |
101,457
+7,981
| +9% | +$701K | 3.43% | 1 |
|
|
2023
Q2 | $8.93M | Buy |
93,476
+6,951
| +8% | +$664K | 3.36% | 2 |
|
|
2023
Q1 | $8.26M | Buy |
86,525
+656
| +0.8% | +$62.7K | 3.3% | 1 |
|
|
2022
Q4 | $8.07M | Sell |
85,869
-552
| -0.6% | -$51.9K | 3.47% | 1 |
|
|
2022
Q3 | $7.84M | Buy |
86,421
+3,858
| +5% | +$350K | 3.81% | 1 |
|
|
2022
Q2 | $7.99M | Buy |
82,563
+3,497
| +4% | +$338K | 3.76% | 1 |
|
|
2022
Q1 | $8.71M | Buy |
79,066
+1,954
| +3% | +$215K | 4.02% | 1 |
|
|
2021
Q4 | $8.17M | Buy |
77,112
+3,350
| +5% | +$355K | 3.51% | 4 |
|
|
2021
Q3 | $7.3M | Sell |
73,762
-745
| -1% | -$73.7K | 3.53% | 3 |
|
|
2021
Q2 | $7.54M | Buy |
74,507
+827
| +1% | +$83.7K | 3.71% | 1 |
|
|
2021
Q1 | $6.79M | Buy |
73,680
+6,736
| +10% | +$621K | 3.59% | 1 |
|
|
2020
Q4 | $5.52M | Buy |
+66,944
| New | +$5.52M | 3.43% | 6 |
|