Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,033
| Closed | -$1.38M | – | 586 |
|
|
2024
Q3 | $1.38M | Buy |
11,033
+68
| +0.6% | +$8.48K | 0.06% | 296 |
|
|
2024
Q2 | $1.17M | Buy |
10,965
+115
| +1% | +$12.2K | 0.06% | 317 |
|
|
2024
Q1 | $1.1M | Buy |
10,850
+274
| +3% | +$27.7K | 0.05% | 330 |
|
|
2023
Q4 | $1.07M | Sell |
10,576
-51
| -0.5% | -$5.16K | 0.06% | 312 |
|
|
2023
Q3 | $929K | Buy |
10,627
+179
| +2% | +$15.6K | 0.06% | 316 |
|
|
2023
Q2 | $998K | Buy |
+10,448
| New | +$998K | 0.06% | 361 |
|
|
2023
Q1 | – | Sell |
-10,566
| Closed | -$993K | – | 820 |
|
|
2022
Q4 | $993K | Buy |
+10,566
| New | +$993K | 0.06% | 321 |
|
|
2021
Q2 | – | Sell |
-12,356
| Closed | -$1.22M | – | 2287 |
|
|
2021
Q1 | $1.22M | Sell |
12,356
-87
| -0.7% | -$8.56K | 0.04% | 355 |
|
|
2020
Q4 | $1.02M | Sell |
12,443
-99
| -0.8% | -$8.12K | 0.04% | 327 |
|
|
2020
Q3 | $880K | Sell |
12,542
-265
| -2% | -$18.6K | 0.04% | 324 |
|
|
2020
Q2 | $868K | Buy |
12,807
+415
| +3% | +$28.1K | 0.05% | 307 |
|
|
2020
Q1 | $763K | Sell |
12,392
-379
| -3% | -$23.3K | 0.06% | 297 |
|
|
2019
Q4 | $1.01M | Sell |
12,771
-229
| -2% | -$18.1K | 0.08% | 262 |
|
|
2019
Q3 | $1.06M | Buy |
+13,000
| New | +$1.06M | 0.09% | 247 |
|
|
2019
Q1 | $874K | Sell |
11,574
-34
| -0.3% | -$2.57K | 0.1% | 222 |
|
|
2018
Q4 | $795K | Buy |
11,608
+134
| +1% | +$9.18K | 0.11% | 195 |
|
|
2018
Q3 | $920K | Buy |
+11,474
| New | +$920K | 0.13% | 124 |
|