Creative Planning’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 | $9.18M | Buy |
157,322
+65,592
| +72% | +$3.83M | 0.01% | 536 |
|
|
2025
Q1 | $5.51M | Sell |
91,730
-14,644
| -14% | -$880K | 0.01% | 671 |
|
|
2024
Q4 | $6.26M | Buy |
106,374
+26,214
| +33% | +$1.54M | 0.01% | 585 |
|
|
2024
Q3 | $5.7M | Buy |
80,160
+3,413
| +4% | +$243K | 0.01% | 599 |
|
|
2024
Q2 | $5.06M | Buy |
76,747
+3,360
| +5% | +$222K | 0.01% | 612 |
|
|
2024
Q1 | $4.68M | Sell |
73,387
-3,257
| -4% | -$208K | 0.01% | 625 |
|
|
2023
Q4 | $5.71M | Sell |
76,644
-11,286
| -13% | -$840K | 0.01% | 531 |
|
|
2023
Q3 | $5.6M | Sell |
87,930
-409
| -0.5% | -$26K | 0.01% | 495 |
|
|
2023
Q2 | $5.64M | Buy |
88,339
+13,856
| +19% | +$885K | 0.01% | 491 |
|
|
2023
Q1 | $5.11M | Buy |
74,483
+492
| +0.7% | +$33.8K | 0.01% | 505 |
|
|
2022
Q4 | $5.27M | Buy |
73,991
+5,045
| +7% | +$359K | 0.01% | 481 |
|
|
2022
Q3 | $3.8M | Buy |
68,946
+12,343
| +22% | +$680K | 0.01% | 502 |
|
|
2022
Q2 | $3.45M | Buy |
56,603
+1,628
| +3% | +$99.3K | 0.01% | 546 |
|
|
2022
Q1 | $4.42M | Buy |
54,975
+1,307
| +2% | +$105K | 0.01% | 484 |
|
|
2021
Q4 | $3.59M | Buy |
53,668
+11,319
| +27% | +$758K | 0.01% | 510 |
|
|
2021
Q3 | $2.83M | Buy |
42,349
+8,245
| +24% | +$551K | 0.01% | 574 |
|
|
2021
Q2 | $2.86M | Buy |
34,104
+4,620
| +16% | +$388K | 0.01% | 560 |
|
|
2021
Q1 | $2.29M | Buy |
29,484
+2,510
| +9% | +$195K | ﹤0.01% | 657 |
|
|
2020
Q4 | $2.03M | Buy |
26,974
+1,233
| +5% | +$92.7K | ﹤0.01% | 659 |
|
|
2020
Q3 | $1.55M | Buy |
25,741
+4,988
| +24% | +$301K | ﹤0.01% | 649 |
|
|
2020
Q2 | $1.17M | Sell |
20,753
-352
| -2% | -$19.8K | ﹤0.01% | 678 |
|
|
2020
Q1 | $962K | Buy |
21,105
+2,393
| +13% | +$109K | ﹤0.01% | 663 |
|
|
2019
Q4 | $1.11M | Sell |
18,712
-408
| -2% | -$24.2K | ﹤0.01% | 736 |
|
|
2019
Q3 | $996K | Sell |
19,120
-1,456
| -7% | -$75.8K | ﹤0.01% | 761 |
|
|
2019
Q2 | $1.28M | Buy |
20,576
+132
| +0.6% | +$8.23K | ﹤0.01% | 660 |
|
|
2019
Q1 | $1.2M | Buy |
20,444
+287
| +1% | +$16.9K | ﹤0.01% | 654 |
|
|
2018
Q4 | $977K | Buy |
20,157
+1,303
| +7% | +$63.2K | ﹤0.01% | 675 |
|
|
2018
Q3 | $962K | Buy |
18,854
+5,879
| +45% | +$300K | ﹤0.01% | 778 |
|
|
2018
Q2 | $720K | Buy |
12,975
+3,055
| +31% | +$170K | ﹤0.01% | 894 |
|
|
2018
Q1 | $511K | Sell |
9,920
-312
| -3% | -$16.1K | ﹤0.01% | 1061 |
|
|
2017
Q4 | $542K | Sell |
10,232
-1,081
| -10% | -$57.3K | ﹤0.01% | 1022 |
|
|
2017
Q3 | $534K | Sell |
11,313
-3,650
| -24% | -$172K | ﹤0.01% | 1014 |
|
|
2017
Q2 | $633K | Sell |
14,963
-1,734
| -10% | -$73.4K | ﹤0.01% | 892 |
|
|
2017
Q1 | $679K | Sell |
16,697
-1,389
| -8% | -$56.5K | ﹤0.01% | 824 |
|
|
2016
Q4 | $696K | Buy |
18,086
+346
| +2% | +$13.3K | ﹤0.01% | 774 |
|
|
2016
Q3 | $593K | Buy |
17,740
+2,480
| +16% | +$82.9K | ﹤0.01% | 803 |
|
|
2016
Q2 | $478K | Buy |
15,260
+2,685
| +21% | +$84.1K | ﹤0.01% | 799 |
|
|
2016
Q1 | $355K | Buy |
12,575
+2,772
| +28% | +$78.3K | ﹤0.01% | 896 |
|
|
2015
Q4 | $285K | Buy |
9,803
+928
| +10% | +$27K | ﹤0.01% | 1008 |
|
|
2015
Q3 | $300K | Buy |
+8,875
| New | +$300K | ﹤0.01% | 967 |
|
|
2015
Q2 | – | Sell |
-9,422
| Closed | -$390K | – | 2479 |
|
|
2015
Q1 | $390K | Sell |
9,422
-402
| -4% | -$16.6K | ﹤0.01% | 842 |
|
|
2014
Q4 | $452K | Buy |
9,824
+3,980
| +68% | +$183K | ﹤0.01% | 741 |
|
|
2014
Q3 | $287K | Buy |
5,844
+2,385
| +69% | +$117K | ﹤0.01% | 885 |
|
|
2014
Q2 | $188K | Buy |
3,459
+133
| +4% | +$7.23K | ﹤0.01% | 1061 |
|
|
2014
Q1 | $186K | Sell |
3,326
-800
| -19% | -$44.7K | ﹤0.01% | 1031 |
|
|
2013
Q4 | $233K | Sell |
4,126
-1,500
| -27% | -$84.7K | ﹤0.01% | 797 |
|
|
2013
Q3 | $274K | Sell |
5,626
-2,685
| -32% | -$131K | 0.01% | 647 |
|
|
2013
Q2 | $341K | Buy |
+8,311
| New | +$341K | 0.01% | 510 |
|