Cary Street Partners Investment Advisory’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
$43.9K Sell
752
-100
-12% -$5.83K 0.02% 412
2025
Q1
$51.2K Buy
852
+336
+65% +$20.2K 0.03% 363
2024
Q4
$30.3K Sell
516
-4,006
-89% -$236K 0.02% 369
2024
Q3
$322K Sell
4,522
-367
-8% -$26.1K 0.01% 608
2024
Q2
$322K Buy
4,889
+560
+13% +$36.9K 0.01% 576
2024
Q1
$276K Sell
4,329
-121
-3% -$7.71K 0.01% 583
2023
Q4
$331K Sell
4,450
-96
-2% -$7.15K 0.02% 513
2023
Q3
$289K Buy
4,546
+406
+10% +$25.8K 0.02% 489
2023
Q2
$264K Buy
4,140
+395
+11% +$25.2K 0.02% 454
2023
Q1
$257K Hold
3,745
0.02% 427
2022
Q4
$267K Buy
3,745
+290
+8% +$20.6K 0.02% 419
2022
Q3
$190K Buy
3,455
+120
+4% +$6.6K 0.02% 456
2022
Q2
$203K Buy
+3,335
New +$203K 0.02% 418
2021
Q3
Sell
-40
Closed -$3K 295
2021
Q2
$3K Hold
40
﹤0.01% 314
2021
Q1
$3K Buy
+40
New +$3K ﹤0.01% 308