GoalVest Advisory’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
$468K Hold
8,017
0.12% 85
2025
Q1
$482K Buy
8,017
+300
+4% +$18K 0.13% 85
2024
Q4
$454K Sell
7,717
-100
-1% -$5.88K 0.12% 90
2024
Q3
$556K Sell
7,817
-250
-3% -$17.8K 0.16% 80
2024
Q2
$532K Buy
8,067
+450
+6% +$29.7K 0.17% 77
2024
Q1
$486K Buy
+7,617
New +$486K 0.16% 76