Kestra Private Wealth Services’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 | $648K | Sell |
11,115
-12,752
| -53% | -$744K | 0.01% | 919 |
|
|
2025
Q1 | $1.43M | Buy |
23,867
+3,401
| +17% | +$204K | 0.02% | 553 |
|
|
2024
Q4 | $1.2M | Buy |
20,466
+3,441
| +20% | +$202K | 0.02% | 580 |
|
|
2024
Q3 | $1.21M | Buy |
17,025
+4,974
| +41% | +$354K | 0.02% | 555 |
|
|
2024
Q2 | $795K | Sell |
12,051
-187
| -2% | -$12.3K | 0.02% | 648 |
|
|
2024
Q1 | $780K | Buy |
12,238
+127
| +1% | +$8.1K | 0.02% | 627 |
|
|
2023
Q4 | $902K | Sell |
12,111
-1,572
| -11% | -$117K | 0.02% | 554 |
|
|
2023
Q3 | $871K | Buy |
13,683
+3,781
| +38% | +$241K | 0.03% | 504 |
|
|
2023
Q2 | $632K | Buy |
9,902
+1,638
| +20% | +$105K | 0.02% | 565 |
|
|
2023
Q1 | $567K | Sell |
8,264
-1,235
| -13% | -$84.7K | 0.02% | 563 |
|
|
2022
Q4 | $676K | Buy |
9,499
+130
| +1% | +$9.26K | 0.03% | 446 |
|
|
2022
Q3 | $516K | Buy |
9,369
+1,625
| +21% | +$89.5K | 0.03% | 488 |
|
|
2022
Q2 | $472K | Buy |
7,744
+262
| +4% | +$16K | 0.03% | 523 |
|
|
2022
Q1 | $602K | Buy |
7,482
+205
| +3% | +$16.5K | 0.03% | 514 |
|
|
2021
Q4 | $487K | Buy |
7,277
+3,450
| +90% | +$231K | 0.02% | 601 |
|
|
2021
Q3 | $256K | Buy |
3,827
+786
| +26% | +$52.6K | 0.01% | 771 |
|
|
2021
Q2 | $255K | Buy |
+3,041
| New | +$255K | 0.02% | 725 |
|
|
2021
Q1 | – | Sell |
-11,498
| Closed | -$874K | – | 837 |
|
|
2020
Q4 | $874K | Buy |
11,498
+531
| +5% | +$40.4K | 0.06% | 305 |
|
|
2020
Q3 | $662K | Buy |
+10,967
| New | +$662K | 0.06% | 326 |
|