SMA
Sage Mountain Advisors’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
7,792
| – | – | 0.07% | 136 |
|
|
2025
Q1 | $878K | Sell |
7,792
-431
| -5% | -$48.6K | 0.06% | 138 |
|
|
2024
Q4 | $991K | Buy |
8,223
+400
| +5% | +$48.2K | 0.07% | 114 |
|
|
2024
Q3 | $976K | Buy |
7,823
+114
| +1% | +$14.2K | 0.08% | 111 |
|
|
2024
Q2 | $820K | Hold |
7,709
| – | – | 0.08% | 114 |
|
|
2024
Q1 | $778K | Hold |
7,709
| – | – | 0.08% | 114 |
|
|
2023
Q4 | $780K | Buy |
7,709
+1,649
| +27% | +$167K | 0.09% | 97 |
|
|
2023
Q3 | $530K | Sell |
6,060
-80
| -1% | -$7K | 0.07% | 112 |
|
|
2023
Q2 | $586K | Sell |
6,140
-17
| -0.3% | -$1.62K | 0.08% | 101 |
|
|
2023
Q1 | $588K | Buy |
6,157
+15
| +0.2% | +$1.43K | 0.09% | 89 |
|
|
2022
Q4 | $577K | Buy |
6,142
+56
| +0.9% | +$5.27K | 0.13% | 64 |
|
|
2022
Q3 | $548K | Sell |
6,086
-99
| -2% | -$8.91K | 0.15% | 60 |
|
|
2022
Q2 | $599K | Sell |
6,185
-270
| -4% | -$26.1K | 0.11% | 187 |
|
|
2022
Q1 | $712K | Sell |
6,455
-548
| -8% | -$60.4K | 0.11% | 190 |
|
|
2021
Q4 | $743K | Buy |
7,003
+66
| +1% | +$7K | 0.09% | 210 |
|
|
2021
Q3 | $690K | Hold |
6,937
| – | – | 0.1% | 199 |
|
|
2021
Q2 | $703K | Buy |
6,937
+1,000
| +17% | +$101K | 0.12% | 185 |
|
|
2021
Q1 | $547K | Buy |
5,937
+31
| +0.5% | +$2.86K | 0.12% | 147 |
|
|
2020
Q4 | $485K | Buy |
+5,906
| New | +$485K | 0.16% | 91 |
|