West Coast Financial’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 | – | Sell |
-2,095
| Closed | -$236K | – | 119 |
|
2025
Q1 | $236K | Hold |
2,095
| – | – | 0.03% | 154 |
|
2024
Q4 | $252K | Hold |
2,095
| – | – | 0.03% | 152 |
|
2024
Q3 | $261K | Hold |
2,095
| – | – | 0.03% | 156 |
|
2024
Q2 | $223K | Sell |
2,095
-108
| -5% | -$11.5K | 0.03% | 159 |
|
2024
Q1 | $222K | Hold |
2,203
| – | – | 0.03% | 155 |
|
2023
Q4 | $223K | Buy |
+2,203
| New | +$223K | 0.03% | 151 |
|
2023
Q3 | – | Sell |
-2,203
| Closed | -$210K | – | 148 |
|
2023
Q2 | $210K | Hold |
2,203
| – | – | 0.03% | 145 |
|
2023
Q1 | $211K | Hold |
2,203
| – | – | 0.03% | 132 |
|
2022
Q4 | $207K | Buy |
+2,203
| New | +$207K | 0.04% | 125 |
|
2022
Q3 | – | Sell |
-2,400
| Closed | -$232K | – | 128 |
|
2022
Q2 | $232K | Hold |
2,400
| – | – | 0.04% | 114 |
|
2022
Q1 | $265K | Hold |
2,400
| – | – | 0.04% | 116 |
|
2021
Q4 | $255K | Hold |
2,400
| – | – | 0.04% | 120 |
|
2021
Q3 | $239K | Hold |
2,400
| – | – | 0.04% | 119 |
|
2021
Q2 | $243K | Hold |
2,400
| – | – | 0.04% | 121 |
|
2021
Q1 | $221K | Buy |
+2,400
| New | +$221K | 0.04% | 120 |
|
2019
Q4 | – | Sell |
-2,500
| Closed | -$203K | – | 110 |
|
2019
Q3 | $203K | Buy |
+2,500
| New | +$203K | 0.05% | 109 |
|
2018
Q4 | – | Sell |
-2,534
| Closed | -$203K | – | 131 |
|
2018
Q3 | $203K | Buy |
+2,534
| New | +$203K | 0.05% | 132 |
|
2018
Q1 | – | Sell |
-2,970
| Closed | -$243K | – | 110 |
|
2017
Q4 | $243K | Sell |
2,970
-184
| -6% | -$15.1K | 0.07% | 102 |
|
2017
Q3 | $244K | Buy |
3,154
+184
| +6% | +$14.2K | 0.07% | 122 |
|
2017
Q2 | $215K | Hold |
2,970
| – | – | 0.07% | 109 |
|
2017
Q1 | $217K | Sell |
2,970
-550
| -16% | -$40.2K | 0.07% | 115 |
|
2016
Q4 | $238K | Hold |
3,520
| – | – | 0.08% | 118 |
|
2016
Q3 | $218K | Hold |
3,520
| – | – | 0.07% | 127 |
|
2016
Q2 | $208K | Hold |
3,520
| – | – | 0.08% | 108 |
|
2016
Q1 | $203K | Buy |
+3,520
| New | +$203K | 0.08% | 83 |
|
2015
Q4 | – | Sell |
-4,120
| Closed | -$228K | – | 93 |
|
2015
Q3 | $228K | Hold |
4,120
| – | – | 0.1% | 86 |
|
2015
Q2 | $252K | Sell |
4,120
-250
| -6% | -$15.3K | 0.11% | 83 |
|
2015
Q1 | $264K | Sell |
4,370
-170
| -4% | -$10.3K | 0.12% | 82 |
|
2014
Q4 | $314K | Sell |
4,540
-70
| -2% | -$4.84K | 0.16% | 73 |
|
2014
Q3 | $329K | Sell |
4,610
-25
| -0.5% | -$1.78K | 0.19% | 73 |
|
2014
Q2 | $331K | Sell |
4,635
-400
| -8% | -$28.6K | 0.17% | 75 |
|
2014
Q1 | $332K | Sell |
5,035
-1,185
| -19% | -$78.1K | 0.17% | 80 |
|
2013
Q4 | $418K | Buy |
6,220
+95
| +2% | +$6.38K | 0.22% | 73 |
|
2013
Q3 | $393K | Buy |
6,125
+250
| +4% | +$16K | 0.22% | 74 |
|
2013
Q2 | $343K | Buy |
+5,875
| New | +$343K | 0.19% | 79 |
|