Jeppson Wealth 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
Q2 | $1.74M | Sell |
29,902
-552
| -2% | -$32.2K | 0.6% | 43 |
|
|
2025
Q1 | $1.83M | Buy |
30,454
+10,361
| +52% | +$622K | 0.67% | 39 |
|
|
2024
Q4 | $1.18M | Buy |
20,093
+6,473
| +48% | +$381K | 0.43% | 62 |
|
|
2024
Q3 | $969K | Sell |
13,620
-338
| -2% | -$24.1K | 0.35% | 74 |
|
|
2024
Q2 | $920K | Sell |
13,958
-35
| -0.3% | -$2.31K | 0.35% | 71 |
|
|
2024
Q1 | $892K | Sell |
13,993
-106
| -0.8% | -$6.76K | 0.35% | 76 |
|
|
2023
Q4 | $1.05M | Sell |
14,099
-10
| -0.1% | -$745 | 0.43% | 68 |
|
|
2023
Q3 | $898K | Sell |
14,109
-84
| -0.6% | -$5.35K | 0.41% | 65 |
|
|
2023
Q2 | $906K | Sell |
14,193
-1,226
| -8% | -$78.3K | 0.39% | 67 |
|
|
2023
Q1 | $1.06M | Sell |
15,419
-16
| -0.1% | -$1.1K | 0.46% | 58 |
|
|
2022
Q4 | $1.1M | Sell |
15,435
-1,046
| -6% | -$74.5K | 0.46% | 50 |
|
|
2022
Q3 | $907K | Buy |
16,481
+978
| +6% | +$53.8K | 0.41% | 57 |
|
|
2022
Q2 | $946K | Buy |
15,503
+1,210
| +8% | +$73.8K | 0.41% | 57 |
|
|
2022
Q1 | $1.15M | Buy |
14,293
+190
| +1% | +$15.3K | 0.54% | 50 |
|
|
2021
Q4 | $944K | Buy |
14,103
+1,665
| +13% | +$111K | 0.46% | 53 |
|
|
2021
Q3 | $831K | Buy |
12,438
+607
| +5% | +$40.6K | 0.43% | 55 |
|
|
2021
Q2 | $992K | Hold |
11,831
| – | – | 0.54% | 51 |
|
|
2021
Q1 | $918K | Sell |
11,831
-22
| -0.2% | -$1.71K | 0.55% | 49 |
|
|
2020
Q4 | $892K | Buy |
11,853
+50
| +0.4% | +$3.76K | 0.59% | 44 |
|
|
2020
Q3 | $713K | Buy |
+11,803
| New | +$713K | 0.56% | 46 |
|