Colonial Trust 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 | $13.9K | Buy |
238
+132
| +125% | +$7.69K | ﹤0.01% | 476 |
|
|
2025
Q1 | $6.39K | Buy |
+106
| New | +$6.39K | ﹤0.01% | 544 |
|
|
2024
Q4 | – | Sell |
-400
| Closed | -$28.5K | – | 761 |
|
|
2024
Q3 | $28.5K | Hold |
400
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $26.4K | Hold |
400
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $25.5K | Hold |
400
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $29.8K | Sell |
400
-835
| -68% | -$62.2K | ﹤0.01% | 372 |
|
|
2023
Q3 | $78.6K | Buy |
1,235
+50
| +4% | +$3.18K | 0.01% | 275 |
|
|
2023
Q2 | $75.7K | Hold |
1,185
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $81.3K | Hold |
1,185
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $84.4K | Buy |
+1,185
| New | +$84.4K | 0.01% | 271 |
|