EFS
Essex Financial Services’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
8,317
+126
| +2% | +$7.35K | 0.03% | 413 |
|
|
2025
Q1 | $492K | Sell |
8,191
-1,449
| -15% | -$87.1K | 0.04% | 384 |
|
|
2024
Q4 | $567K | Sell |
9,640
-243
| -2% | -$14.3K | 0.04% | 351 |
|
|
2024
Q3 | $647K | Buy |
9,883
+617
| +7% | +$40.4K | 0.05% | 327 |
|
|
2024
Q2 | $583K | Sell |
9,266
-172
| -2% | -$10.8K | 0.04% | 343 |
|
|
2024
Q1 | $602K | Sell |
9,438
-4,928
| -34% | -$314K | 0.06% | 291 |
|
|
2023
Q4 | $1.07M | Sell |
14,366
-6,646
| -32% | -$495K | 0.11% | 178 |
|
|
2023
Q3 | $1.34M | Buy |
21,012
+49
| +0.2% | +$3.12K | 0.15% | 137 |
|
|
2023
Q2 | $1.34M | Sell |
20,963
-51,194
| -71% | -$3.27M | 0.15% | 138 |
|
|
2023
Q1 | $4.95M | Buy |
72,157
+55,655
| +337% | +$3.82M | 0.52% | 50 |
|
|
2022
Q4 | $1.17M | Buy |
16,502
+11,588
| +236% | +$824K | 0.12% | 156 |
|
|
2022
Q3 | $271K | Sell |
4,914
-21,221
| -81% | -$1.17M | 0.03% | 362 |
|
|
2022
Q2 | $1.59M | Sell |
26,135
-46,647
| -64% | -$2.85M | 0.18% | 118 |
|
|
2022
Q1 | $5.85M | Buy |
72,782
+44,457
| +157% | +$3.57M | 0.56% | 43 |
|
|
2021
Q4 | $1.9M | Buy |
+28,325
| New | +$1.9M | 0.19% | 116 |
|