Heritage Wealth Advisors’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 | $26.4K | Buy |
453
+153
| +51% | +$8.92K | ﹤0.01% | 344 |
|
|
2025
Q1 | $18K | Buy |
300
+100
| +50% | +$6.01K | ﹤0.01% | 376 |
|
|
2024
Q4 | $11.8K | Hold |
200
| – | – | ﹤0.01% | 432 |
|
|
2024
Q3 | $14.2K | Hold |
200
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $13.2K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $14.9K | Hold |
200
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $12.8K | Hold |
200
| – | – | ﹤0.01% | 426 |
|
|
2023
Q1 | $13.7K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $14.2K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 411 |
|
|
2021
Q4 | $13K | Buy |
200
+100
| +100% | +$6.5K | ﹤0.01% | 433 |
|
|
2021
Q3 | $6.68K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $8.39K | Buy |
+100
| New | +$8.39K | ﹤0.01% | 455 |
|
|
2020
Q1 | – | Sell |
-69
| Closed | -$4.1K | – | 556 |
|
|
2019
Q4 | $4.1K | Buy |
+69
| New | +$4.1K | ﹤0.01% | 454 |
|