Plante Moran Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Plante Moran Financial Advisors’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$32K	Hold	243	–	–	﹤0.01%	409
2025 Q1	$27.4K	Sell	243 -50	-17%	-$5.64K	﹤0.01%	440
2024 Q4	$35.3K	Sell	293 -181	-38%	-$21.8K	﹤0.01%	401
2024 Q3	$59.1K	Hold	474	–	–	0.01%	361
2024 Q2	$50.4K	Hold	474	–	–	0.01%	338
2024 Q1	$47.8K	Hold	474	–	–	0.01%	351
2023 Q4	$47.9K	Sell	474 -150	-24%	-$15.2K	0.01%	324
2023 Q3	$54.6K	Hold	624	–	–	0.01%	282
2023 Q2	$59.6K	Hold	624	–	–	0.01%	280
2023 Q1	$59.6K	Hold	624	–	–	0.01%	271
2022 Q4	$58.7K	Sell	624 -251	-29%	-$23.6K	0.01%	287
2022 Q3	$79K	Hold	875	–	–	0.01%	242
2022 Q2	$85K	Sell	875 -47	-5%	-$4.57K	0.01%	236
2022 Q1	$102K	Hold	922	–	–	0.02%	229
2021 Q4	$98K	Sell	922 -57	-6%	-$6.06K	0.02%	257
2021 Q3	$97K	Hold	979	–	–	0.02%	279
2021 Q2	$99K	Hold	979	–	–	0.02%	249
2021 Q1	$90K	Buy	979 +672	+219%	+$61.8K	0.02%	262
2020 Q4	$25K	Buy	307 +7	+2%	+$570	0.01%	482
2020 Q3	$21K	Buy	+300	New	+$21K	0.01%	491
2018 Q4	–	Sell	-300	Closed	-$24K	–	952
2018 Q3	$24K	Hold	300	–	–	0.01%	416
2018 Q2	$23K	Hold	300	–	–	0.01%	457
2018 Q1	$23K	Hold	300	–	–	0.01%	478
2017 Q4	$24K	Hold	300	–	–	0.01%	470
2017 Q3	$23K	Hold	300	–	–	0.01%	439
2017 Q2	$22K	Hold	300	–	–	0.01%	458
2017 Q1	$22K	Hold	300	–	–	0.01%	463
2016 Q4	$20K	Hold	300	–	–	0.01%	484
2016 Q3	$19K	Hold	300	–	–	0.01%	500
2016 Q2	$18K	Hold	300	–	–	0.01%	446
2016 Q1	$17K	Hold	300	–	–	0.01%	401
2015 Q4	$16K	Hold	300	–	–	0.01%	490
2015 Q3	$17K	Hold	300	–	–	0.01%	403
2015 Q2	$18K	Hold	300	–	–	0.01%	434
2015 Q1	$18K	Hold	300	–	–	0.01%	421
2014 Q4	$21K	Hold	300	–	–	0.02%	403
2014 Q3	$21K	Hold	300	–	–	0.02%	398
2014 Q2	$21K	Hold	300	–	–	0.02%	375
2014 Q1	$20K	Hold	300	–	–	0.02%	257
2013 Q4	$20K	Sell	300 -185	-38%	-$12.3K	0.01%	352
2013 Q3	$31K	Buy	485 +185	+62%	+$11.8K	0.02%	241
2013 Q2	$17K	Buy	+300	New	+$17K	0.01%	267