Integrated Wealth Concepts’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 | $1.75M | Buy |
30,046
+2,143
| +8% | +$125K | 0.02% | 663 |
|
|
2025
Q1 | $1.68M | Sell |
27,903
-3,779
| -12% | -$227K | 0.02% | 623 |
|
|
2024
Q4 | $1.86M | Sell |
31,682
-1,468
| -4% | -$86.3K | 0.02% | 586 |
|
|
2024
Q3 | $2.36M | Sell |
33,150
-1,472
| -4% | -$105K | 0.03% | 506 |
|
|
2024
Q2 | $2.28M | Buy |
34,622
+165
| +0.5% | +$10.9K | 0.03% | 475 |
|
|
2024
Q1 | $2.2M | Sell |
34,457
-263
| -0.8% | -$16.8K | 0.03% | 492 |
|
|
2023
Q4 | $2.59M | Sell |
34,720
-3,035
| -8% | -$226K | 0.04% | 392 |
|
|
2023
Q3 | $2.4M | Buy |
37,755
+2,766
| +8% | +$176K | 0.04% | 387 |
|
|
2023
Q2 | $2.23M | Buy |
34,989
+931
| +3% | +$59.4K | 0.04% | 421 |
|
|
2023
Q1 | $2.34M | Buy |
34,058
+29,674
| +677% | +$2.04M | 0.05% | 352 |
|
|
2022
Q4 | $312K | Buy |
+4,384
| New | +$312K | 0.01% | 808 |
|
|
2022
Q3 | – | Sell |
-9,097
| Closed | -$555K | – | 1006 |
|
|
2022
Q2 | $555K | Buy |
9,097
+1,214
| +15% | +$74.1K | 0.02% | 577 |
|
|
2022
Q1 | $634K | Buy |
7,883
+4,207
| +114% | +$338K | 0.02% | 519 |
|
|
2021
Q4 | $246K | Sell |
3,676
-9,988
| -73% | -$668K | 0.01% | 862 |
|
|
2021
Q3 | $913K | Buy |
13,664
+9,810
| +255% | +$655K | 0.03% | 414 |
|
|
2021
Q2 | $323K | Buy |
3,854
+1,056
| +38% | +$88.5K | 0.01% | 637 |
|
|
2021
Q1 | $217K | Sell |
2,798
-16,153
| -85% | -$1.25M | 0.01% | 672 |
|
|
2020
Q4 | $1.43M | Buy |
18,951
+1,289
| +7% | +$96.9K | 0.07% | 194 |
|
|
2020
Q3 | $1.07M | Buy |
17,662
+199
| +1% | +$12K | 0.07% | 208 |
|
|
2020
Q2 | $981K | Buy |
17,463
+2,863
| +20% | +$161K | 0.07% | 182 |
|
|
2020
Q1 | $665K | Buy |
14,600
+2,440
| +20% | +$111K | 0.06% | 183 |
|
|
2019
Q4 | $722K | Buy |
12,160
+5,093
| +72% | +$302K | 0.06% | 207 |
|
|
2019
Q3 | $368K | Buy |
+7,067
| New | +$368K | 0.04% | 262 |
|