Marks Group 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 | $213K | Sell |
3,652
-238
| -6% | -$13.9K | 0.02% | 285 |
|
2025
Q1 | $234K | Sell |
3,890
-166
| -4% | -$9.97K | 0.02% | 287 |
|
2024
Q4 | $239K | Sell |
4,056
-3,032
| -43% | -$178K | 0.02% | 275 |
|
2024
Q3 | $504K | Sell |
7,088
-443
| -6% | -$31.5K | 0.05% | 223 |
|
2024
Q2 | $497K | Sell |
7,531
-486
| -6% | -$32K | 0.05% | 223 |
|
2024
Q1 | $511K | Sell |
8,017
-478
| -6% | -$30.5K | 0.05% | 219 |
|
2023
Q4 | $633K | Sell |
8,495
-325
| -4% | -$24.2K | 0.07% | 197 |
|
2023
Q3 | $561K | Sell |
8,820
-31
| -0.4% | -$1.97K | 0.07% | 200 |
|
2023
Q2 | $565K | Sell |
8,851
-23
| -0.3% | -$1.47K | 0.07% | 204 |
|
2023
Q1 | $609K | Sell |
8,874
-45
| -0.5% | -$3.09K | 0.08% | 196 |
|
2022
Q4 | $635K | Sell |
8,919
-406
| -4% | -$28.9K | 0.09% | 189 |
|
2022
Q3 | $514K | Buy |
9,325
+329
| +4% | +$18.1K | 0.08% | 197 |
|
2022
Q2 | $549K | Buy |
8,996
+1,072
| +14% | +$65.4K | 0.08% | 203 |
|
2022
Q1 | $637K | Buy |
7,924
+1,891
| +31% | +$152K | 0.08% | 207 |
|
2021
Q4 | $400K | Buy |
6,033
+1,891
| +46% | +$125K | 0.05% | 252 |
|
2021
Q3 | $275K | Buy |
4,142
+1,721
| +71% | +$114K | 0.04% | 250 |
|
2021
Q2 | $202K | Buy |
+2,421
| New | +$202K | 0.03% | 258 |
|
2021
Q1 | – | Sell |
-2,680
| Closed | -$202K | – | 268 |
|
2020
Q4 | $202K | Buy |
+2,680
| New | +$202K | 0.03% | 244 |
|