GeoWealth 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
Q1 | – | Sell |
-1,039
| Closed | -$61.1K | – | 1653 |
|
|
2024
Q4 | $61.1K | Buy |
1,039
+120
| +13% | +$7.06K | ﹤0.01% | 1095 |
|
|
2024
Q3 | $65.4K | Buy |
+919
| New | +$65.4K | ﹤0.01% | 1004 |
|
|
2024
Q1 | – | Sell |
-2,697
| Closed | -$201K | – | 897 |
|
|
2023
Q4 | $201K | Buy |
+2,697
| New | +$201K | 0.02% | 507 |
|
|
2022
Q4 | – | Sell |
-3,885
| Closed | -$214K | – | 389 |
|
|
2022
Q3 | $214K | Sell |
3,885
-299
| -7% | -$16.5K | 0.02% | 232 |
|
|
2022
Q2 | $255K | Buy |
4,184
+142
| +4% | +$8.65K | 0.03% | 223 |
|
|
2022
Q1 | $326K | Buy |
+4,042
| New | +$326K | 0.03% | 255 |
|