Modera 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
$1.09M Buy
8,304
+154
+2% +$20.3K 0.01% 319
2025
Q1
$919K Sell
8,150
-757
-8% -$85.3K 0.01% 335
2024
Q4
$1.07M Sell
8,907
-19
-0.2% -$2.29K 0.01% 318
2024
Q3
$1.11M Sell
8,926
-214
-2% -$26.7K 0.01% 297
2024
Q2
$972K Sell
9,140
-2
-0% -$213 0.01% 297
2024
Q1
$922K Buy
9,142
+60
+0.7% +$6.05K 0.01% 306
2023
Q4
$918K Sell
9,082
-11
-0.1% -$1.11K 0.02% 299
2023
Q3
$795K Sell
9,093
-12,464
-58% -$1.09M 0.02% 305
2023
Q2
$2.06M Buy
+21,557
New +$2.06M 0.04% 219