West Oak Capital’s Royal Bank of Canada RY Stock Holding History

West Oak Capital’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.96K	Hold	2,248	–	–	0.12%	104
2025 Q1	$2.53K	Hold	2,248	–	–	0.1%	106
2024 Q4	$2.71M	Hold	2,248	–	–	0.1%	103
2024 Q3	$2.8K	Hold	2,248	–	–	0.05%	104
2024 Q2	$239K	Hold	2,248	–	–	0.1%	110
2024 Q1	$227K	Sell	2,248 -63	-3%	-$6.36K	0.1%	118
2023 Q4	$228K	Hold	2,311	–	–	0.11%	111
2023 Q3	$202K	Hold	2,311	–	–	0.1%	116
2023 Q2	$221K	Hold	2,311	–	–	0.11%	115
2023 Q1	$221K	Buy	+2,311	New	+$221K	0.11%	115
2022 Q4	–	Sell	-2,336	Closed	-$210K	–	321
2022 Q3	$210K	Hold	2,336	–	–	0.11%	113
2022 Q2	$226K	Hold	2,336	–	–	0.12%	113
2022 Q1	$258K	Sell	2,336 -10	-0.4%	-$1.1K	0.12%	119
2021 Q4	$249K	Hold	2,346	–	–	0.09%	121
2021 Q3	$233K	Sell	2,346 -20	-0.8%	-$1.99K	0.09%	118
2021 Q2	$240K	Sell	2,366 -78	-3%	-$7.91K	0.09%	117
2021 Q1	$225K	Hold	2,444	–	–	0.1%	118
2020 Q4	$201K	Hold	2,444	–	–	0.09%	120
2020 Q3	$171K	Sell	2,444 -20	-0.8%	-$1.4K	0.09%	115
2020 Q2	$167K	Hold	2,464	–	–	0.1%	113
2020 Q1	$152K	Hold	2,464	–	–	0.1%	115
2019 Q4	$195K	Buy	2,464 +2	+0.1%	+$158	0.11%	115
2019 Q3	$200K	Buy	2,462 +1	+0%	+$81	0.12%	112
2019 Q2	$195K	Hold	2,461	–	–	0.12%	112
2019 Q1	$186K	Hold	2,461	–	–	0.12%	112
2018 Q4	$169K	Hold	2,461	–	–	0.12%	113
2018 Q3	$197K	Hold	2,461	–	–	0.11%	112
2018 Q2	$185K	Hold	2,461	–	–	0.11%	114
2018 Q1	$190K	Hold	2,461	–	–	0.11%	116
2017 Q4	$201K	Hold	2,461	–	–	0.12%	112
2017 Q3	$190K	Hold	2,461	–	–	0.11%	118
2017 Q2	$178K	Hold	2,461	–	–	0.11%	123
2017 Q1	$179K	Sell	2,461 -57	-2%	-$4.16K	0.11%	123
2016 Q4	$170K	Hold	2,518	–	–	0.11%	124
2016 Q3	$156K	Hold	2,518	–	–	0.11%	125
2016 Q2	$149K	Hold	2,518	–	–	0.11%	117
2016 Q1	$145K	Hold	2,518	–	–	0.11%	114
2015 Q4	$135K	Buy	+2,518	New	+$135K	0.1%	116
2015 Q2	–	Sell	-470	Closed	-$28.4K	–	318
2015 Q1	$28.4K	Hold	470	–	–	0.02%	181
2014 Q4	$32.5K	Buy	+470	New	+$32.5K	0.02%	176