Westover Capital 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 | $830K | Sell |
6,313
-90
| -1% | -$11.8K | 0.17% | 107 |
|
|
2025
Q1 | $722K | Sell |
6,403
-1
| -0% | -$113 | 0.16% | 116 |
|
|
2024
Q4 | $772K | Sell |
6,404
-137
| -2% | -$16.5K | 0.17% | 113 |
|
|
2024
Q3 | $816K | Sell |
6,541
-343
| -5% | -$42.8K | 0.16% | 111 |
|
|
2024
Q2 | $732K | Sell |
6,884
-40
| -0.6% | -$4.26K | 0.19% | 103 |
|
|
2024
Q1 | $698K | Buy |
6,924
+1,860
| +37% | +$188K | 0.2% | 92 |
|
|
2023
Q4 | $512K | Sell |
5,064
-672
| -12% | -$68K | 0.17% | 101 |
|
|
2023
Q3 | $502K | Sell |
5,736
-724
| -11% | -$63.3K | 0.18% | 101 |
|
|
2023
Q2 | $617K | Sell |
6,460
-202
| -3% | -$19.3K | 0.21% | 90 |
|
|
2023
Q1 | $637K | Sell |
6,662
-89
| -1% | -$8.51K | 0.24% | 83 |
|
|
2022
Q4 | $635K | Sell |
6,751
-1,930
| -22% | -$181K | 0.25% | 83 |
|
|
2022
Q3 | $782K | Sell |
8,681
-480
| -5% | -$43.2K | 0.3% | 75 |
|
|
2022
Q2 | $887K | Hold |
9,161
| – | – | 0.33% | 70 |
|
|
2022
Q1 | $1.01M | Buy |
9,161
+1,720
| +23% | +$190K | 0.32% | 71 |
|
|
2021
Q4 | $790K | Sell |
7,441
-316
| -4% | -$33.5K | 0.23% | 85 |
|
|
2021
Q3 | $772K | Hold |
7,757
| – | – | 0.24% | 83 |
|
|
2021
Q2 | $786K | Sell |
7,757
-15
| -0.2% | -$1.52K | 0.25% | 80 |
|
|
2021
Q1 | $717K | Buy |
7,772
+16
| +0.2% | +$1.48K | 0.25% | 83 |
|
|
2020
Q4 | $636K | Buy |
+7,756
| New | +$636K | 0.23% | 86 |
|
|
2017
Q2 | – | Sell |
-33,384
| Closed | -$2.43M | – | 118 |
|
|
2017
Q1 | $2.43M | Sell |
33,384
-18,884
| -36% | -$1.38M | 1.62% | 26 |
|
|
2016
Q4 | $3.54M | Sell |
52,268
-546
| -1% | -$37K | 2.53% | 8 |
|
|
2016
Q3 | $3.27M | Sell |
52,814
-1,227
| -2% | -$76K | 2.43% | 12 |
|
|
2016
Q2 | $3.19M | Sell |
54,041
-3,954
| -7% | -$234K | 2.62% | 15 |
|
|
2016
Q1 | $3.34M | Buy |
+57,995
| New | +$3.34M | 2.82% | 10 |
|