Bragg Financial 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 | $6M | Buy |
102,801
+2,653
| +3% | +$155K | 0.21% | 129 |
|
2025
Q1 | $6.02M | Buy |
100,148
+1,122
| +1% | +$67.4K | 0.25% | 123 |
|
2024
Q4 | $5.82M | Sell |
99,026
-488
| -0.5% | -$28.7K | 0.24% | 123 |
|
2024
Q3 | $7.08M | Buy |
99,514
+3,880
| +4% | +$276K | 0.29% | 116 |
|
2024
Q2 | $6.31M | Buy |
95,634
+1,552
| +2% | +$102K | 0.28% | 114 |
|
2024
Q1 | $6M | Buy |
94,082
+1,909
| +2% | +$122K | 0.27% | 116 |
|
2023
Q4 | $6.86M | Buy |
92,173
+825
| +0.9% | +$61.4K | 0.33% | 108 |
|
2023
Q3 | $5.81M | Buy |
91,348
+2,879
| +3% | +$183K | 0.31% | 113 |
|
2023
Q2 | $5.65M | Buy |
88,469
+2,055
| +2% | +$131K | 0.31% | 112 |
|
2023
Q1 | $5.93M | Sell |
86,414
-553
| -0.6% | -$37.9K | 0.35% | 108 |
|
2022
Q4 | $6.19M | Buy |
86,967
+3,926
| +5% | +$280K | 0.38% | 106 |
|
2022
Q3 | $4.57M | Buy |
83,041
+3,837
| +5% | +$211K | 0.32% | 115 |
|
2022
Q2 | $4.83M | Buy |
79,204
+2,796
| +4% | +$171K | 0.32% | 110 |
|
2022
Q1 | $6.14M | Buy |
76,408
+5,930
| +8% | +$477K | 0.36% | 100 |
|
2021
Q4 | $4.71M | Hold |
70,478
| – | – | 0.3% | 109 |
|
2021
Q3 | $4.71M | Buy |
70,478
+1,069
| +2% | +$71.4K | 0.3% | 109 |
|
2021
Q2 | $5.82M | Sell |
69,409
-1,296
| -2% | -$109K | 0.37% | 98 |
|
2021
Q1 | $5.49M | Sell |
70,705
-1,225
| -2% | -$95.1K | 0.37% | 99 |
|
2020
Q4 | $5.41M | Sell |
71,930
-2,413
| -3% | -$182K | 0.47% | 75 |
|
2020
Q3 | $4.49M | Sell |
74,343
-5,698
| -7% | -$344K | 0.46% | 76 |
|
2020
Q2 | $4.5M | Buy |
80,041
+5,171
| +7% | +$291K | 0.5% | 70 |
|
2020
Q1 | $3.41M | Buy |
74,870
+7,076
| +10% | +$322K | 0.46% | 70 |
|
2019
Q4 | $4.02M | Buy |
67,794
+3,680
| +6% | +$218K | 0.45% | 77 |
|
2019
Q3 | $3.34M | Buy |
64,114
+3,308
| +5% | +$172K | 0.41% | 87 |
|
2019
Q2 | $3.79M | Buy |
60,806
+2,025
| +3% | +$126K | 0.47% | 74 |
|
2019
Q1 | $3.46M | Buy |
58,781
+345
| +0.6% | +$20.3K | 0.45% | 82 |
|
2018
Q4 | $2.83M | Buy |
58,436
+1,745
| +3% | +$84.6K | 0.43% | 82 |
|
2018
Q3 | $2.89M | Buy |
56,691
+1,479
| +3% | +$75.4K | 0.39% | 92 |
|
2018
Q2 | $3.06M | Buy |
55,212
+1,495
| +3% | +$82.9K | 0.44% | 91 |
|
2018
Q1 | $2.77M | Buy |
53,717
+4,142
| +8% | +$213K | 0.4% | 96 |
|
2017
Q4 | $2.62M | Buy |
49,575
+1,570
| +3% | +$83.1K | 0.38% | 99 |
|
2017
Q3 | $2.27M | Buy |
48,005
+1,035
| +2% | +$48.8K | 0.35% | 109 |
|
2017
Q2 | $1.99M | Buy |
46,970
+3,735
| +9% | +$158K | 0.31% | 118 |
|
2017
Q1 | $1.76M | Buy |
43,235
+1,270
| +3% | +$51.7K | 0.28% | 121 |
|
2016
Q4 | $1.61M | Buy |
41,965
+65
| +0.2% | +$2.5K | 0.27% | 130 |
|
2016
Q3 | $1.4M | Buy |
41,900
+1,085
| +3% | +$36.2K | 0.25% | 136 |
|
2016
Q2 | $1.28M | Buy |
40,815
+2,125
| +5% | +$66.5K | 0.23% | 142 |
|
2016
Q1 | $1.09M | Buy |
38,690
+2,560
| +7% | +$72.4K | 0.21% | 150 |
|
2015
Q4 | $1.05M | Sell |
36,130
-6,790
| -16% | -$198K | 0.23% | 135 |
|
2015
Q3 | $1.45M | Buy |
42,920
+11,065
| +35% | +$374K | 0.35% | 104 |
|
2015
Q2 | $1.31M | Buy |
31,855
+2,810
| +10% | +$116K | 0.3% | 112 |
|
2015
Q1 | $1.2M | Buy |
29,045
+5,640
| +24% | +$233K | 0.28% | 112 |
|
2014
Q4 | $1.08M | Buy |
23,405
+1,475
| +7% | +$67.9K | 0.26% | 118 |
|
2014
Q3 | $1.08M | Buy |
21,930
+2,265
| +12% | +$111K | 0.27% | 122 |
|
2014
Q2 | $1.07M | Buy |
19,665
+3,650
| +23% | +$198K | 0.26% | 129 |
|
2014
Q1 | $894K | Buy |
16,015
+2,094
| +15% | +$117K | 0.22% | 141 |
|
2013
Q4 | $786K | Buy |
13,921
+6,316
| +83% | +$357K | 0.19% | 153 |
|
2013
Q3 | $371K | Buy |
+7,605
| New | +$371K | 0.1% | 199 |
|