American Trust Investment Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-13,970
| Closed | -$839K | – | 95 |
|
2025
Q1 | $839K | Buy |
13,970
+3,290
| +31% | +$198K | 0.35% | 59 |
|
2024
Q4 | $628K | Buy |
10,680
+2,765
| +35% | +$163K | 0.26% | 70 |
|
2024
Q3 | $563K | Buy |
+7,915
| New | +$563K | 0.23% | 66 |
|
2021
Q3 | – | Sell |
-4,377
| Closed | -$367K | – | 90 |
|
2021
Q2 | $367K | Hold |
4,377
| – | – | 0.2% | 63 |
|
2021
Q1 | $340K | Hold |
4,377
| – | – | 0.2% | 62 |
|
2020
Q4 | $329K | Hold |
4,377
| – | – | 0.2% | 60 |
|
2020
Q3 | $264K | Hold |
4,377
| – | – | 0.19% | 60 |
|
2020
Q2 | $246K | Buy |
+4,377
| New | +$246K | 0.2% | 53 |
|
2020
Q1 | – | Sell |
-4,377
| Closed | -$260K | – | 73 |
|
2019
Q4 | $260K | Hold |
4,377
| – | – | 0.19% | 60 |
|
2019
Q3 | $228K | Hold |
4,377
| – | – | 0.18% | 68 |
|
2019
Q2 | $273K | Sell |
4,377
-695
| -14% | -$43.3K | 0.21% | 55 |
|
2019
Q1 | $298K | Hold |
5,072
| – | – | 0.23% | 53 |
|
2018
Q4 | $246K | Hold |
5,072
| – | – | 0.22% | 58 |
|
2018
Q3 | $259K | Hold |
5,072
| – | – | 0.2% | 60 |
|
2018
Q2 | $281K | Hold |
5,072
| – | – | 0.23% | 58 |
|
2018
Q1 | $261K | Hold |
5,072
| – | – | 0.21% | 62 |
|
2017
Q4 | $268K | Hold |
5,072
| – | – | 0.21% | 66 |
|
2017
Q3 | $239K | Hold |
5,072
| – | – | 0.21% | 63 |
|
2017
Q2 | $215K | Hold |
5,072
| – | – | 0.19% | 73 |
|
2017
Q1 | $206K | Buy |
+5,072
| New | +$206K | 0.19% | 72 |
|