Concurrent Investment 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	$260K	Buy	4,453 +156	+4%	+$9.1K	0.01%	1127
2025 Q1	$258K	Buy	4,297 +459	+12%	+$27.6K	0.01%	992
2024 Q4	$226K	Sell	3,838 -423	-10%	-$24.9K	0.01%	932
2024 Q3	$303K	Buy	4,261 +175	+4%	+$12.5K	0.01%	769
2024 Q2	$269K	Buy	+4,086	New	+$269K	0.01%	769