Optimum Investment 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 | $114K | Sell |
1,950
-475
| -20% | -$27.7K | 0.05% | 234 |
|
|
2025
Q1 | $146K | Hold |
2,425
| – | – | 0.07% | 200 |
|
|
2024
Q4 | $143K | Sell |
2,425
-600
| -20% | -$35.3K | 0.06% | 213 |
|
|
2024
Q3 | $215K | Sell |
3,025
-300
| -9% | -$21.4K | 0.09% | 180 |
|
|
2024
Q2 | $219K | Sell |
3,325
-200
| -6% | -$13.2K | 0.1% | 176 |
|
|
2024
Q1 | $225K | Sell |
3,525
-550
| -13% | -$35.1K | 0.1% | 179 |
|
|
2023
Q4 | $303K | Sell |
4,075
-150
| -4% | -$11.2K | 0.15% | 142 |
|
|
2023
Q3 | $269K | Sell |
4,225
-2,800
| -40% | -$178K | 0.14% | 155 |
|
|
2023
Q2 | $448K | Sell |
7,025
-100
| -1% | -$6.38K | 0.22% | 110 |
|
|
2023
Q1 | $489K | Buy |
7,125
+4,775
| +203% | +$328K | 0.26% | 96 |
|
|
2022
Q4 | $167K | Buy |
2,350
+1,400
| +147% | +$99.7K | 0.09% | 205 |
|
|
2022
Q3 | $52K | Hold |
950
| – | – | 0.03% | 371 |
|
|
2022
Q2 | $58K | Sell |
950
-116
| -11% | -$7.08K | 0.03% | 374 |
|
|
2022
Q1 | $86K | Sell |
1,066
-217
| -17% | -$17.5K | 0.04% | 336 |
|
|
2021
Q4 | $86K | Buy |
1,283
+200
| +18% | +$13.4K | 0.03% | 365 |
|
|
2021
Q3 | $72K | Buy |
1,083
+333
| +44% | +$22.1K | 0.03% | 392 |
|
|
2021
Q2 | $63K | Buy |
750
+50
| +7% | +$4.2K | 0.02% | 455 |
|
|
2021
Q1 | $54K | Buy |
700
+50
| +8% | +$3.86K | 0.02% | 484 |
|
|
2020
Q4 | $49K | Buy |
+650
| New | +$49K | 0.01% | 483 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$25K | – | 1050 |
|
|
2018
Q2 | $25K | Hold |
450
| – | – | 0.01% | 686 |
|
|
2018
Q1 | $23K | Buy |
+450
| New | +$23K | 0.01% | 685 |
|
|
2015
Q1 | $33K | Buy |
806
+6
| +0.8% | +$246 | 0.01% | 593 |
|
|
2014
Q4 | $37K | Sell |
800
-4,410
| -85% | -$204K | 0.01% | 575 |
|
|
2014
Q3 | $256K | Hold |
5,210
| – | – | 0.08% | 216 |
|
|
2014
Q2 | $283K | Buy |
5,210
+4,410
| +551% | +$240K | 0.09% | 211 |
|
|
2014
Q1 | $45K | Buy |
+800
| New | +$45K | 0.02% | 411 |
|