Evergreen Capital Management’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 | $887K | Buy |
15,202
+1,263
| +9% | +$73.7K | 0.03% | 390 |
|
|
2025
Q1 | $870K | Sell |
13,939
-2,031
| -13% | -$127K | 0.03% | 356 |
|
|
2024
Q4 | $939K | Sell |
15,970
-1,043
| -6% | -$61.3K | 0.03% | 347 |
|
|
2024
Q3 | $1.21M | Buy |
17,013
+1,498
| +10% | +$107K | 0.04% | 311 |
|
|
2024
Q2 | $1.02M | Buy |
15,515
+179
| +1% | +$11.8K | 0.04% | 304 |
|
|
2024
Q1 | $1.02M | Buy |
15,336
+1,274
| +9% | +$84.4K | 0.04% | 290 |
|
|
2023
Q4 | $1.05M | Buy |
14,062
+434
| +3% | +$32.3K | 0.04% | 287 |
|
|
2023
Q3 | $867K | Buy |
13,628
+2,459
| +22% | +$156K | 0.04% | 301 |
|
|
2023
Q2 | $713K | Sell |
11,169
-717
| -6% | -$45.8K | 0.03% | 322 |
|
|
2023
Q1 | $838K | Buy |
11,886
+1,376
| +13% | +$97K | 0.04% | 294 |
|
|
2022
Q4 | $748K | Buy |
10,510
+704
| +7% | +$50.1K | 0.04% | 307 |
|
|
2022
Q3 | $540K | Sell |
9,806
-970
| -9% | -$53.4K | 0.03% | 330 |
|
|
2022
Q2 | $657K | Buy |
10,776
+664
| +7% | +$40.5K | 0.03% | 300 |
|
|
2022
Q1 | $813K | Buy |
10,112
+2,253
| +29% | +$181K | 0.03% | 304 |
|
|
2021
Q4 | $526K | Sell |
7,859
-20,002
| -72% | -$1.34M | 0.02% | 368 |
|
|
2021
Q3 | $1.86M | Buy |
27,861
+23,669
| +565% | +$1.58M | 0.08% | 218 |
|
|
2021
Q2 | $352K | Buy |
4,192
+534
| +15% | +$44.8K | 0.02% | 385 |
|
|
2021
Q1 | $284K | Buy |
3,658
+917
| +33% | +$71.2K | 0.01% | 411 |
|
|
2020
Q4 | $206K | Buy |
+2,741
| New | +$206K | 0.01% | 413 |
|
|
2020
Q1 | – | Sell |
-5,431
| Closed | -$322K | – | 465 |
|
|
2019
Q4 | $322K | Buy |
5,431
+653
| +14% | +$38.7K | 0.03% | 333 |
|
|
2019
Q3 | $249K | Sell |
4,778
-413
| -8% | -$21.5K | 0.02% | 343 |
|
|
2019
Q2 | $324K | Buy |
5,191
+346
| +7% | +$21.6K | 0.03% | 300 |
|
|
2019
Q1 | $285K | Buy |
4,845
+365
| +8% | +$21.5K | 0.03% | 296 |
|
|
2018
Q4 | $217K | Sell |
4,480
-230
| -5% | -$11.1K | 0.02% | 332 |
|
|
2018
Q3 | $240K | Sell |
4,710
-251
| -5% | -$12.8K | 0.02% | 325 |
|
|
2018
Q2 | $275K | Buy |
4,961
+373
| +8% | +$20.7K | 0.03% | 292 |
|
|
2018
Q1 | $236K | Buy |
+4,588
| New | +$236K | 0.02% | 305 |
|