Strategic Investment Advisors’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35M | Sell |
4,354
-581
| -12% | -$181K | 0.13% | 77 |
|
2025
Q1 | $1.01M | Buy |
4,935
+1,647
| +50% | +$338K | 0.11% | 103 |
|
2024
Q4 | $759K | Buy |
3,288
+1,017
| +45% | +$235K | 0.08% | 137 |
|
2024
Q3 | $403K | Buy |
2,271
+36
| +2% | +$6.39K | 0.04% | 199 |
|
2024
Q2 | $356K | Sell |
2,235
-64
| -3% | -$10.2K | 0.04% | 199 |
|
2024
Q1 | $320K | Buy |
2,299
+42
| +2% | +$5.84K | 0.04% | 209 |
|
2023
Q4 | $292K | Buy |
+2,257
| New | +$292K | 0.04% | 204 |
|
2020
Q1 | – | Sell |
-2,531
| Closed | -$338K | – | 159 |
|
2019
Q4 | $338K | Buy |
2,531
+339
| +15% | +$45.3K | 0.14% | 119 |
|
2019
Q3 | $237K | Buy |
2,192
+302
| +16% | +$32.7K | 0.11% | 138 |
|
2019
Q2 | $228K | Buy |
+1,890
| New | +$228K | 0.12% | 129 |
|