Forum Financial 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 | $341K | Sell |
5,853
-2,446
| -29% | -$143K | 0.01% | 592 |
|
|
2025
Q1 | $499K | Hold |
8,299
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $488K | Buy |
8,299
+4,017
| +94% | +$236K | 0.01% | 386 |
|
|
2024
Q3 | $305K | Buy |
4,282
+60
| +1% | +$4.27K | 0.01% | 504 |
|
|
2024
Q2 | $278K | Sell |
4,222
-70
| -2% | -$4.62K | 0.01% | 513 |
|
|
2024
Q1 | $274K | Buy |
4,292
+224
| +6% | +$14.3K | ﹤0.01% | 533 |
|
|
2023
Q4 | $303K | Sell |
4,068
-220
| -5% | -$16.4K | 0.01% | 448 |
|
|
2023
Q3 | $273K | Sell |
4,288
-67
| -2% | -$4.26K | 0.01% | 449 |
|
|
2023
Q2 | $278K | Hold |
4,355
| – | – | 0.01% | 463 |
|
|
2023
Q1 | $299K | Sell |
4,355
-1,108
| -20% | -$76K | 0.01% | 403 |
|
|
2022
Q4 | $389K | Buy |
5,463
+25
| +0.5% | +$1.78K | 0.01% | 317 |
|
|
2022
Q3 | $299K | Hold |
5,438
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $332K | Buy |
5,438
+38
| +0.7% | +$2.32K | 0.02% | 325 |
|
|
2022
Q1 | $434K | Buy |
5,400
+34
| +0.6% | +$2.73K | 0.02% | 272 |
|
|
2021
Q4 | $359K | Buy |
+5,366
| New | +$359K | 0.02% | 335 |
|