Kingswood 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 | $208K | Sell |
3,565
-479
| -12% | -$27.9K | 0.02% | 695 |
|
|
2025
Q1 | $243K | Sell |
4,044
-2,035
| -33% | -$122K | 0.02% | 620 |
|
|
2024
Q4 | $358K | Buy |
+6,079
| New | +$358K | 0.03% | 548 |
|
|
2024
Q3 | – | Sell |
-7,267
| Closed | -$479K | – | 735 |
|
|
2024
Q2 | $479K | Buy |
7,267
+273
| +4% | +$18K | 0.04% | 403 |
|
|
2024
Q1 | $446K | Sell |
6,994
-1,227
| -15% | -$78.2K | 0.05% | 377 |
|
|
2023
Q4 | $612K | Buy |
8,221
+3,852
| +88% | +$287K | 0.07% | 296 |
|
|
2023
Q3 | $278K | Buy |
+4,369
| New | +$278K | 0.05% | 335 |
|