Rothschild Investment LLC’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 | $178K | Hold |
1,350
| – | – | 0.01% | 533 |
|
|
2025
Q1 | $152K | Hold |
1,350
| – | – | 0.01% | 547 |
|
|
2024
Q4 | $163K | Hold |
1,350
| – | – | 0.01% | 549 |
|
|
2024
Q3 | $168K | Hold |
1,350
| – | – | 0.01% | 547 |
|
|
2024
Q2 | $144K | Hold |
1,350
| – | – | 0.01% | 554 |
|
|
2024
Q1 | $136K | Hold |
1,350
| – | – | 0.01% | 539 |
|
|
2023
Q4 | $137K | Buy |
+1,350
| New | +$137K | 0.01% | 479 |
|
|
2014
Q3 | – | Sell |
-5,050
| Closed | -$361K | – | 508 |
|
|
2014
Q2 | $361K | Buy |
5,050
+200
| +4% | +$14.3K | 0.05% | 315 |
|
|
2014
Q1 | $320K | Buy |
4,850
+1,000
| +26% | +$66K | 0.04% | 330 |
|
|
2013
Q4 | $259K | Sell |
3,850
-1,000
| -21% | -$67.3K | 0.04% | 353 |
|
|
2013
Q3 | $311K | Sell |
4,850
-1,625
| -25% | -$104K | 0.05% | 309 |
|
|
2013
Q2 | $378K | Buy |
+6,475
| New | +$378K | 0.06% | 266 |
|