Plante Moran Financial 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 | – | Sell |
-125
| Closed | -$7.51K | – | 848 |
|
|
2025
Q1 | $7.51K | Buy |
+125
| New | +$7.51K | ﹤0.01% | 610 |
|
|
2024
Q4 | – | Sell |
-44
| Closed | -$3.13K | – | 979 |
|
|
2024
Q3 | $3.13K | Buy |
+44
| New | +$3.13K | ﹤0.01% | 727 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1074 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$1K | – | 1117 |
|
|
2020
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 849 |
|
|
2019
Q4 | – | Sell |
-121
| Closed | -$6K | – | 874 |
|
|
2019
Q3 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 671 |
|
|
2018
Q2 | – | Sell |
-818
| Closed | -$42K | – | 939 |
|
|
2018
Q1 | $42K | Buy |
+818
| New | +$42K | 0.02% | 379 |
|
|
2017
Q1 | – | Sell |
-81
| Closed | -$3K | – | 1003 |
|
|
2016
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 807 |
|