United Capital Financial Advisors’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 | $4.91M | Sell |
37,328
-1,443
| -4% | -$190K | 0.04% | 280 |
|
|
2025
Q1 | $4.37M | Sell |
38,771
-1,003
| -3% | -$113K | 0.04% | 293 |
|
|
2024
Q4 | $4.79M | Sell |
39,774
-2,025
| -5% | -$244K | 0.04% | 265 |
|
|
2024
Q3 | $5.21M | Sell |
41,799
-2,221
| -5% | -$277K | 0.04% | 255 |
|
|
2024
Q2 | $4.68M | Sell |
44,020
-1,140
| -3% | -$121K | 0.04% | 269 |
|
|
2024
Q1 | $4.56M | Sell |
45,160
-3,319
| -7% | -$335K | 0.04% | 298 |
|
|
2023
Q4 | $4.9M | Sell |
48,479
-35,906
| -43% | -$3.63M | 0.04% | 289 |
|
|
2023
Q3 | $7.38M | Sell |
84,385
-1,825
| -2% | -$160K | 0.05% | 257 |
|
|
2023
Q2 | $8.23M | Sell |
86,210
-3,023
| -3% | -$289K | 0.04% | 264 |
|
|
2023
Q1 | $8.53M | Buy |
89,233
+2,157
| +2% | +$206K | 0.05% | 258 |
|
|
2022
Q4 | $8.19M | Sell |
87,076
-4,069
| -4% | -$383K | 0.05% | 270 |
|
|
2022
Q3 | $8.21M | Sell |
91,145
-8,463
| -8% | -$762K | 0.05% | 261 |
|
|
2022
Q2 | $9.64M | Sell |
99,608
-1,379
| -1% | -$134K | 0.05% | 263 |
|
|
2022
Q1 | $11.1M | Buy |
100,987
+3,000
| +3% | +$331K | 0.05% | 264 |
|
|
2021
Q4 | $10.4M | Sell |
97,987
-5,141
| -5% | -$546K | 0.05% | 274 |
|
|
2021
Q3 | $10.3M | Buy |
103,128
+2,177
| +2% | +$217K | 0.05% | 269 |
|
|
2021
Q2 | $10.2M | Sell |
100,951
-159
| -0.2% | -$16.1K | 0.05% | 268 |
|
|
2021
Q1 | $9.32M | Buy |
101,110
+18,766
| +23% | +$1.73M | 0.05% | 270 |
|
|
2020
Q4 | $6.76M | Sell |
82,344
-1,065
| -1% | -$87.4K | 0.04% | 304 |
|
|
2020
Q3 | $5.85M | Sell |
83,409
-7,175
| -8% | -$503K | 0.04% | 316 |
|
|
2020
Q2 | $6.14M | Buy |
90,584
+6,139
| +7% | +$416K | 0.04% | 323 |
|
|
2020
Q1 | $5.2M | Sell |
84,445
-17,565
| -17% | -$1.08M | 0.04% | 330 |
|
|
2019
Q4 | $8.08M | Buy |
102,010
+17,594
| +21% | +$1.39M | 0.05% | 333 |
|
|
2019
Q3 | $6.85M | Sell |
84,416
-8,860
| -9% | -$719K | 0.05% | 342 |
|
|
2019
Q2 | $7.41M | Buy |
93,276
+4,041
| +5% | +$321K | 0.05% | 341 |
|
|
2019
Q1 | $6.74M | Buy |
89,235
+7,836
| +10% | +$592K | 0.05% | 352 |
|
|
2018
Q4 | $5.58M | Sell |
81,399
-3,495
| -4% | -$239K | 0.04% | 346 |
|
|
2018
Q3 | $6.81M | Buy |
84,894
+6,041
| +8% | +$484K | 0.05% | 375 |
|
|
2018
Q2 | $5.94M | Buy |
78,853
+6,998
| +10% | +$527K | 0.04% | 386 |
|
|
2018
Q1 | $5.55M | Buy |
71,855
+10,280
| +17% | +$795K | 0.04% | 393 |
|
|
2017
Q4 | $5.03M | Buy |
61,575
+7,160
| +13% | +$585K | 0.04% | 412 |
|
|
2017
Q3 | $4.21M | Buy |
54,415
+9,071
| +20% | +$702K | 0.04% | 419 |
|
|
2017
Q2 | $4.27M | Buy |
45,344
+5,081
| +13% | +$478K | 0.04% | 413 |
|
|
2017
Q1 | $2.94M | Buy |
40,263
+14,156
| +54% | +$1.03M | 0.03% | 472 |
|
|
2016
Q4 | $1.77M | Buy |
26,107
+5,633
| +28% | +$381K | 0.02% | 591 |
|
|
2016
Q3 | $1.27M | Buy |
20,474
+304
| +2% | +$18.8K | 0.01% | 716 |
|
|
2016
Q2 | $1.19M | Sell |
20,170
-1,060
| -5% | -$62.5K | 0.01% | 684 |
|
|
2016
Q1 | $1.22M | Sell |
21,230
-4,084
| -16% | -$235K | 0.01% | 653 |
|
|
2015
Q4 | $1.36M | Buy |
25,314
+831
| +3% | +$44.5K | 0.02% | 620 |
|
|
2015
Q3 | $1.35M | Sell |
24,483
-17,432
| -42% | -$963K | 0.02% | 614 |
|
|
2015
Q2 | $2.56M | Buy |
41,915
+15,313
| +58% | +$936K | 0.03% | 525 |
|
|
2015
Q1 | $1.77M | Sell |
26,602
-506
| -2% | -$33.6K | 0.02% | 594 |
|
|
2014
Q4 | $1.87M | Buy |
27,108
+2,349
| +9% | +$162K | 0.03% | 489 |
|
|
2014
Q3 | $1.77M | Sell |
24,759
-2,810
| -10% | -$201K | 0.03% | 469 |
|
|
2014
Q2 | $1.97M | Buy |
27,569
+233
| +0.9% | +$16.6K | 0.04% | 419 |
|
|
2014
Q1 | $1.8M | Buy |
+27,336
| New | +$1.8M | 0.04% | 376 |
|
|
2013
Q4 | – | Sell |
-29,856
| Closed | -$1.92M | – | 737 |
|
|
2013
Q3 | $1.92M | Sell |
29,856
-4,657
| -13% | -$299K | 0.06% | 257 |
|
|
2013
Q2 | $2.01M | Buy |
+34,513
| New | +$2.01M | 0.05% | 307 |
|