J.W. Cole 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 | $354K | Buy |
6,076
+378
| +7% | +$22K | 0.01% | 1061 |
|
|
2025
Q1 | $342K | Buy |
5,698
+361
| +7% | +$21.7K | 0.01% | 901 |
|
|
2024
Q4 | $314K | Sell |
5,337
-216
| -4% | -$12.7K | 0.01% | 768 |
|
|
2024
Q3 | $395K | Sell |
5,553
-6
| -0.1% | -$427 | 0.02% | 688 |
|
|
2024
Q2 | $367K | Buy |
5,559
+920
| +20% | +$60.7K | 0.02% | 630 |
|
|
2024
Q1 | $296K | Sell |
4,639
-92
| -2% | -$5.88K | 0.02% | 697 |
|
|
2023
Q4 | $352K | Buy |
4,731
+1,031
| +28% | +$76.8K | 0.02% | 590 |
|
|
2023
Q3 | $235K | Buy |
3,700
+385
| +12% | +$24.5K | 0.02% | 637 |
|
|
2023
Q2 | $212K | Buy |
+3,315
| New | +$212K | 0.02% | 691 |
|
|
2022
Q4 | – | Sell |
-14,303
| Closed | -$788K | – | 765 |
|
|
2022
Q3 | $788K | Sell |
14,303
-7,453
| -34% | -$411K | 0.07% | 300 |
|
|
2022
Q2 | $1.33M | Buy |
21,756
+16,935
| +351% | +$1.03M | 0.11% | 215 |
|
|
2022
Q1 | $388K | Buy |
+4,821
| New | +$388K | 0.03% | 538 |
|
|
2021
Q2 | – | Sell |
-2,935
| Closed | -$228K | – | 757 |
|
|
2021
Q1 | $228K | Buy |
+2,935
| New | +$228K | 0.02% | 593 |
|