Pinnacle Wealth Planning Services’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 | $248K | Sell |
1,883
-433
| -19% | -$57K | 0.03% | 352 |
|
|
2025
Q1 | $261K | Buy |
2,316
+46
| +2% | +$5.19K | 0.04% | 295 |
|
|
2024
Q4 | $274K | Sell |
2,270
-1,168
| -34% | -$141K | 0.04% | 273 |
|
|
2024
Q3 | $429K | Hold |
3,438
| – | – | 0.06% | 218 |
|
|
2024
Q2 | $366K | Buy |
3,438
+37
| +1% | +$3.94K | 0.05% | 236 |
|
|
2024
Q1 | $343K | Hold |
3,401
| – | – | 0.05% | 265 |
|
|
2023
Q4 | $344K | Buy |
3,401
+730
| +27% | +$73.8K | 0.05% | 236 |
|
|
2023
Q3 | $234K | Buy |
2,671
+87
| +3% | +$7.61K | 0.04% | 322 |
|
|
2023
Q2 | $247K | Hold |
2,584
| – | – | 0.04% | 309 |
|
|
2023
Q1 | $247K | Buy |
2,584
+1
| +0% | +$96 | 0.04% | 313 |
|
|
2022
Q4 | $243K | Sell |
2,583
-2,632
| -50% | -$247K | 0.04% | 306 |
|
|
2022
Q3 | $470K | Buy |
5,215
+159
| +3% | +$14.3K | 0.09% | 149 |
|
|
2022
Q2 | $490K | Buy |
5,056
+1,569
| +45% | +$152K | 0.09% | 159 |
|
|
2022
Q1 | $385K | Buy |
3,487
+356
| +11% | +$39.3K | 0.07% | 217 |
|
|
2021
Q4 | $332K | Buy |
3,131
+545
| +21% | +$57.8K | 0.06% | 239 |
|
|
2021
Q3 | $257K | Hold |
2,586
| – | – | 0.06% | 269 |
|
|
2021
Q2 | $262K | Buy |
2,586
+37
| +1% | +$3.75K | 0.06% | 259 |
|
|
2021
Q1 | $235K | Hold |
2,549
| – | – | 0.06% | 262 |
|
|
2020
Q4 | $209K | Buy |
+2,549
| New | +$209K | 0.05% | 268 |
|