Brown, Lisle/Cummings’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 | $382K | Sell |
6,550
-1,724
| -21% | -$101K | 0.1% | 166 |
|
|
2025
Q1 | $497K | Sell |
8,274
-2,797
| -25% | -$168K | 0.14% | 142 |
|
|
2024
Q4 | $651K | Sell |
11,071
-454
| -4% | -$26.7K | 0.19% | 115 |
|
|
2024
Q3 | $820K | Sell |
11,525
-2,125
| -16% | -$151K | 0.25% | 93 |
|
|
2024
Q2 | $900K | Sell |
13,650
-75
| -0.5% | -$4.95K | 0.29% | 78 |
|
|
2024
Q1 | $875K | Sell |
13,725
-2,225
| -14% | -$142K | 0.3% | 80 |
|
|
2023
Q4 | $1.19M | Sell |
15,950
-675
| -4% | -$50.3K | 0.44% | 56 |
|
|
2023
Q3 | $1.06M | Buy |
16,625
+850
| +5% | +$54.1K | 0.48% | 53 |
|
|
2023
Q2 | $1.01M | Buy |
15,775
+1,175
| +8% | +$75K | 0.45% | 54 |
|
|
2023
Q1 | $1M | Sell |
14,600
-425
| -3% | -$29.2K | 0.51% | 50 |
|
|
2022
Q4 | $1.07M | Hold |
15,025
| – | – | 0.57% | 47 |
|
|
2022
Q3 | $827K | Sell |
15,025
-150
| -1% | -$8.26K | 0.48% | 51 |
|
|
2022
Q2 | $926K | Buy |
15,175
+700
| +5% | +$42.7K | 0.51% | 48 |
|
|
2022
Q1 | $1.16M | Buy |
14,475
+12,775
| +751% | +$1.03M | 0.56% | 46 |
|
|
2021
Q4 | $114K | Buy |
+1,700
| New | +$114K | 0.06% | 203 |
|