SVB Wealth’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
Q1 | – | Sell |
-2,295
| Closed | -$277K | – | 1738 |
|
|
2024
Q4 | $277K | Buy |
+2,295
| New | +$277K | 0.01% | 586 |
|
|
2024
Q3 | – | Sell |
-2,235
| Closed | -$238K | – | 486 |
|
|
2024
Q2 | $238K | Buy |
2,235
+237
| +12% | +$25.2K | 0.01% | 628 |
|
|
2024
Q1 | $202K | Sell |
1,998
-576
| -22% | -$58.1K | ﹤0.01% | 762 |
|
|
2023
Q4 | $260K | Buy |
+2,574
| New | +$260K | 0.01% | 680 |
|
|
2023
Q2 | – | Sell |
-3,442
| Closed | -$329K | – | 997 |
|
|
2023
Q1 | $329K | Buy |
3,442
+754
| +28% | +$72.1K | ﹤0.01% | 681 |
|
|
2022
Q4 | $253K | Sell |
2,688
-516
| -16% | -$48.5K | ﹤0.01% | 811 |
|
|
2022
Q3 | $289K | Buy |
3,204
+29
| +0.9% | +$2.62K | ﹤0.01% | 707 |
|
|
2022
Q2 | $307K | Buy |
3,175
+496
| +19% | +$48K | ﹤0.01% | 556 |
|
|
2022
Q1 | $295K | Buy |
2,679
+36
| +1% | +$3.96K | ﹤0.01% | 590 |
|
|
2021
Q4 | $280K | Sell |
2,643
-4,458
| -63% | -$472K | ﹤0.01% | 605 |
|
|
2021
Q3 | $706K | Buy |
7,101
+2,131
| +43% | +$212K | 0.01% | 495 |
|
|
2021
Q2 | $503K | Buy |
4,970
+868
| +21% | +$87.8K | 0.01% | 574 |
|
|
2021
Q1 | $378K | Buy |
4,102
+424
| +12% | +$39.1K | 0.01% | 599 |
|
|
2020
Q4 | $302K | Buy |
3,678
+807
| +28% | +$66.3K | ﹤0.01% | 618 |
|
|
2020
Q3 | $201K | Buy |
+2,871
| New | +$201K | ﹤0.01% | 637 |
|