Oak Harbor Wealth Partners’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 | $1.6M | Buy |
12,160
+855
| +8% | +$112K | 0.43% | 58 |
|
|
2025
Q1 | $1.27M | Buy |
11,305
+3,821
| +51% | +$431K | 0.36% | 68 |
|
|
2024
Q4 | $902K | Sell |
7,484
-7,739
| -51% | -$933K | 0.26% | 84 |
|
|
2024
Q3 | $1.9M | Buy |
15,223
+64
| +0.4% | +$7.98K | 0.54% | 48 |
|
|
2024
Q2 | $1.61M | Buy |
15,159
+67
| +0.4% | +$7.13K | 0.51% | 51 |
|
|
2024
Q1 | $1.52M | Buy |
15,092
+73
| +0.5% | +$7.36K | 0.47% | 55 |
|
|
2023
Q4 | $1.52M | Sell |
15,019
-102
| -0.7% | -$10.3K | 0.51% | 55 |
|
|
2023
Q3 | $1.32M | Sell |
15,121
-125
| -0.8% | -$10.9K | 0.47% | 64 |
|
|
2023
Q2 | $1.46M | Buy |
15,246
+74
| +0.5% | +$7.07K | 0.5% | 58 |
|
|
2023
Q1 | $1.45M | Buy |
15,172
+64
| +0.4% | +$6.12K | 0.53% | 57 |
|
|
2022
Q4 | $1.42M | Buy |
15,108
+93
| +0.6% | +$8.74K | 0.54% | 54 |
|
|
2022
Q3 | $1.35M | Sell |
15,015
-290
| -2% | -$26.1K | 0.53% | 48 |
|
|
2022
Q2 | $1.48M | Buy |
15,305
+50
| +0.3% | +$4.84K | 0.59% | 48 |
|
|
2022
Q1 | $1.68M | Buy |
15,255
+86
| +0.6% | +$9.48K | 0.55% | 51 |
|
|
2021
Q4 | $1.61M | Buy |
+15,169
| New | +$1.61M | 0.55% | 50 |
|