Smith Salley Wealth Management’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 | $281K | Sell |
2,139
-1,438
| -40% | -$189K | 0.02% | 224 |
|
|
2025
Q1 | $403K | Buy |
3,577
+27
| +0.8% | +$3.04K | 0.03% | 186 |
|
|
2024
Q4 | $428K | Sell |
3,550
-200
| -5% | -$24.1K | 0.03% | 182 |
|
|
2024
Q3 | $468K | Sell |
3,750
-155
| -4% | -$19.3K | 0.03% | 176 |
|
|
2024
Q2 | $415K | Sell |
3,905
-226
| -5% | -$24K | 0.03% | 179 |
|
|
2024
Q1 | $417K | Sell |
4,131
-125
| -3% | -$12.6K | 0.03% | 177 |
|
|
2023
Q4 | $430K | Sell |
4,256
-70
| -2% | -$7.08K | 0.03% | 191 |
|
|
2023
Q3 | $378K | Sell |
4,326
-260
| -6% | -$22.7K | 0.03% | 188 |
|
|
2023
Q2 | $438K | Buy |
4,586
+375
| +9% | +$35.8K | 0.03% | 180 |
|
|
2023
Q1 | $402K | Sell |
4,211
-40
| -0.9% | -$3.82K | 0.03% | 183 |
|
|
2022
Q4 | $400K | Sell |
4,251
-100
| -2% | -$9.4K | 0.03% | 178 |
|
|
2022
Q3 | $392K | Hold |
4,351
| – | – | 0.04% | 178 |
|
|
2022
Q2 | $421K | Hold |
4,351
| – | – | 0.04% | 176 |
|
|
2022
Q1 | $480K | Sell |
4,351
-265
| -6% | -$29.2K | 0.04% | 182 |
|
|
2021
Q4 | $490K | Sell |
4,616
-30
| -0.6% | -$3.19K | 0.03% | 183 |
|
|
2021
Q3 | $462K | Buy |
4,646
+813
| +21% | +$80.8K | 0.04% | 188 |
|
|
2021
Q2 | $388K | Hold |
3,833
| – | – | 0.03% | 200 |
|
|
2021
Q1 | $353K | Hold |
3,833
| – | – | 0.03% | 197 |
|
|
2020
Q4 | $315K | Sell |
3,833
-20
| -0.5% | -$1.64K | 0.03% | 186 |
|
|
2020
Q3 | $270K | Hold |
3,853
| – | – | 0.03% | 171 |
|
|
2020
Q2 | $261K | Hold |
3,853
| – | – | 0.03% | 168 |
|
|
2020
Q1 | $237K | Sell |
3,853
-500
| -11% | -$30.8K | 0.04% | 163 |
|
|
2019
Q4 | $345K | Hold |
4,353
| – | – | 0.05% | 157 |
|
|
2019
Q3 | $353K | Hold |
4,353
| – | – | 0.05% | 152 |
|
|
2019
Q2 | $346K | Sell |
4,353
-200
| -4% | -$15.9K | 0.05% | 150 |
|
|
2019
Q1 | $344K | Hold |
4,553
| – | – | 0.06% | 141 |
|
|
2018
Q4 | $312K | Hold |
4,553
| – | – | 0.06% | 139 |
|
|
2018
Q3 | $365K | Hold |
4,553
| – | – | 0.06% | 142 |
|
|
2018
Q2 | $343K | Hold |
4,553
| – | – | 0.06% | 141 |
|
|
2018
Q1 | $352K | Hold |
4,553
| – | – | 0.06% | 133 |
|
|
2017
Q4 | $372K | Sell |
4,553
-661
| -13% | -$54K | 0.07% | 135 |
|
|
2017
Q3 | $403K | Hold |
5,214
| – | – | 0.08% | 123 |
|
|
2017
Q2 | $378K | Sell |
5,214
-240
| -4% | -$17.4K | 0.08% | 125 |
|
|
2017
Q1 | $398K | Buy |
+5,454
| New | +$398K | 0.08% | 121 |
|
|
2014
Q4 | – | Sell |
-3,150
| Closed | -$225K | – | 176 |
|
|
2014
Q3 | $225K | Hold |
3,150
| – | – | 0.06% | 160 |
|
|
2014
Q2 | $225K | Hold |
3,150
| – | – | 0.06% | 170 |
|
|
2014
Q1 | $208K | Sell |
3,150
-320
| -9% | -$21.1K | 0.13% | 107 |
|
|
2013
Q4 | $233K | Hold |
3,470
| – | – | 0.15% | 95 |
|
|
2013
Q3 | $223K | Buy |
+3,470
| New | +$223K | 0.18% | 77 |
|