Steward Partners Investment Advisory’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 | $359K | Buy |
2,731
+900
| +49% | +$118K | ﹤0.01% | 1464 |
|
|
2025
Q1 | $206K | Sell |
1,831
-78
| -4% | -$8.79K | ﹤0.01% | 1634 |
|
|
2024
Q4 | $230K | Buy |
1,909
+551
| +41% | +$66.4K | ﹤0.01% | 1526 |
|
|
2024
Q3 | $169K | Buy |
1,358
+347
| +34% | +$43.3K | ﹤0.01% | 1613 |
|
|
2024
Q2 | $108K | Hold |
1,011
| – | – | ﹤0.01% | 1746 |
|
|
2024
Q1 | $102K | Hold |
1,011
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q4 | $102K | Hold |
1,011
| – | – | ﹤0.01% | 1695 |
|
|
2023
Q3 | $88.4K | Buy |
1,011
+311
| +44% | +$27.2K | ﹤0.01% | 1637 |
|
|
2023
Q2 | $66.9K | Sell |
700
-100
| -13% | -$9.55K | ﹤0.01% | 1763 |
|
|
2023
Q1 | $76.5K | Sell |
800
-200
| -20% | -$19.1K | ﹤0.01% | 1694 |
|
|
2022
Q4 | $94K | Sell |
1,000
-107
| -10% | -$10.1K | ﹤0.01% | 1585 |
|
|
2022
Q3 | $100K | Sell |
1,107
-3
| -0.3% | -$271 | ﹤0.01% | 1495 |
|
|
2022
Q2 | $107K | Sell |
1,110
-52
| -4% | -$5.01K | ﹤0.01% | 1461 |
|
|
2022
Q1 | $128K | Buy |
1,162
+62
| +6% | +$6.83K | ﹤0.01% | 1499 |
|
|
2021
Q4 | $117K | Sell |
1,100
-83
| -7% | -$8.83K | ﹤0.01% | 1533 |
|
|
2021
Q3 | $118K | Buy |
1,183
+123
| +12% | +$12.3K | ﹤0.01% | 1484 |
|
|
2021
Q2 | $107K | Sell |
1,060
-2,408
| -69% | -$243K | ﹤0.01% | 2155 |
|
|
2021
Q1 | $320K | Buy |
3,468
+1,717
| +98% | +$158K | 0.01% | 1065 |
|
|
2020
Q4 | $144K | Sell |
1,751
-97
| -5% | -$7.98K | ﹤0.01% | 1210 |
|
|
2020
Q3 | $130K | Buy |
1,848
+171
| +10% | +$12K | ﹤0.01% | 1115 |
|
|
2020
Q2 | $114K | Sell |
1,677
-651
| -28% | -$44.3K | ﹤0.01% | 1099 |
|
|
2020
Q1 | $144K | Sell |
2,328
-95
| -4% | -$5.88K | 0.01% | 885 |
|
|
2019
Q4 | $191K | Buy |
2,423
+67
| +3% | +$5.28K | 0.01% | 901 |
|
|
2019
Q3 | $191K | Sell |
2,356
-145
| -6% | -$11.8K | 0.01% | 864 |
|
|
2019
Q2 | $198K | Buy |
+2,501
| New | +$198K | 0.01% | 823 |
|
|
2018
Q4 | – | Sell |
-2,362
| Closed | -$189K | – | 1881 |
|
|
2018
Q3 | $189K | Buy |
2,362
+174
| +8% | +$13.9K | 0.01% | 738 |
|
|
2018
Q2 | $165K | Buy |
2,188
+206
| +10% | +$15.5K | 0.01% | 704 |
|
|
2018
Q1 | $153K | Buy |
+1,982
| New | +$153K | 0.01% | 671 |
|