Cerity Partners’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 | $3.72M | Sell |
63,804
-12,180
| -16% | -$710K | 0.01% | 941 |
|
|
2025
Q1 | $4.57M | Buy |
75,984
+19,875
| +35% | +$1.19M | 0.01% | 759 |
|
|
2024
Q4 | $3.7M | Buy |
56,109
+1,031
| +2% | +$68K | 0.01% | 836 |
|
|
2024
Q3 | $3.92M | Buy |
55,078
+11,558
| +27% | +$823K | 0.01% | 812 |
|
|
2024
Q2 | $2.87M | Sell |
43,520
-16,210
| -27% | -$1.07M | 0.01% | 776 |
|
|
2024
Q1 | $3.81M | Buy |
59,730
+38,535
| +182% | +$2.46M | 0.01% | 744 |
|
|
2023
Q4 | $1.58M | Buy |
21,195
+9,707
| +84% | +$723K | 0.01% | 834 |
|
|
2023
Q3 | $731K | Sell |
11,488
-6,530
| -36% | -$416K | ﹤0.01% | 847 |
|
|
2023
Q2 | $1.15M | Buy |
18,018
+5,806
| +48% | +$371K | ﹤0.01% | 884 |
|
|
2023
Q1 | $838K | Buy |
12,212
+2,567
| +27% | +$176K | ﹤0.01% | 1059 |
|
|
2022
Q4 | $687K | Sell |
9,645
-8,611
| -47% | -$613K | ﹤0.01% | 811 |
|
|
2022
Q3 | $1.01M | Sell |
18,256
-4,427
| -20% | -$244K | 0.01% | 518 |
|
|
2022
Q2 | $1.38M | Buy |
22,683
+9,474
| +72% | +$578K | 0.02% | 486 |
|
|
2022
Q1 | $1.06M | Buy |
13,209
+8,158
| +162% | +$657K | 0.02% | 434 |
|
|
2021
Q4 | $333K | Buy |
+5,051
| New | +$333K | 0.01% | 735 |
|
|
2019
Q1 | – | Sell |
-13,535
| Closed | -$656K | – | 566 |
|
|
2018
Q4 | $656K | Sell |
13,535
-310
| -2% | -$15K | 0.04% | 283 |
|
|
2018
Q3 | $706K | Hold |
13,845
| – | – | 0.05% | 290 |
|
|
2018
Q2 | $768K | Buy |
13,845
+3,435
| +33% | +$191K | 0.06% | 265 |
|
|
2018
Q1 | $536K | Sell |
10,410
-1,201
| -10% | -$61.8K | 0.04% | 322 |
|
|
2017
Q4 | $615K | Buy |
11,611
+187
| +2% | +$9.91K | 0.04% | 297 |
|
|
2017
Q3 | $539K | Buy |
11,424
+1,213
| +12% | +$57.2K | 0.04% | 315 |
|
|
2017
Q2 | $432K | Buy |
10,211
+132
| +1% | +$5.59K | 0.04% | 244 |
|
|
2017
Q1 | $410K | Buy |
+10,079
| New | +$410K | 0.03% | 281 |
|