Recurrent 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 | $905K | Hold |
15,517
| – | – | 0.07% | 53 |
|
|
2025
Q1 | $932K | Buy |
15,517
+813
| +6% | +$48.8K | 0.08% | 50 |
|
|
2024
Q4 | $865K | Sell |
14,704
-1,012
| -6% | -$59.5K | 0.08% | 46 |
|
|
2024
Q3 | $1.12M | Sell |
15,716
-1,118
| -7% | -$79.6K | 0.11% | 38 |
|
|
2024
Q2 | $1.11M | Sell |
16,834
-494
| -3% | -$32.6K | 0.12% | 37 |
|
|
2024
Q1 | $1.1M | Hold |
17,328
| – | – | 0.13% | 38 |
|
|
2023
Q4 | $1.29M | Sell |
17,328
-1,921
| -10% | -$143K | 0.19% | 31 |
|
|
2023
Q3 | $1.23M | Buy |
19,249
+7
| +0% | +$445 | 0.18% | 40 |
|
|
2023
Q2 | $1.23M | Buy |
19,242
+1,790
| +10% | +$114K | 0.21% | 40 |
|
|
2023
Q1 | $1.2M | Hold |
17,452
| – | – | 0.24% | 35 |
|
|
2022
Q4 | $1.24M | Hold |
17,452
| – | – | 0.27% | 33 |
|
|
2022
Q3 | $961K | Buy |
17,452
+3,036
| +21% | +$167K | 0.26% | 33 |
|
|
2022
Q2 | $879K | Hold |
14,416
| – | – | 0.27% | 34 |
|
|
2022
Q1 | $1.16M | Sell |
14,416
-3,916
| -21% | -$315K | 0.37% | 30 |
|
|
2021
Q4 | $1.23M | Hold |
18,332
| – | – | 0.49% | 28 |
|
|
2021
Q3 | $1.23M | Buy |
18,332
+6,000
| +49% | +$401K | 0.54% | 27 |
|
|
2021
Q2 | $1.01M | Hold |
12,332
| – | – | 0.51% | 30 |
|
|
2021
Q1 | $958K | Hold |
12,332
| – | – | 0.61% | 30 |
|
|
2020
Q4 | $928K | Hold |
12,332
| – | – | 0.69% | 29 |
|
|
2020
Q3 | $745K | Hold |
12,332
| – | – | 0.79% | 27 |
|
|
2020
Q2 | $693K | Sell |
12,332
-6,200
| -33% | -$348K | 0.65% | 29 |
|
|
2020
Q1 | $844K | Buy |
18,532
+3,800
| +26% | +$173K | 1.58% | 21 |
|
|
2019
Q4 | $874K | Buy |
+14,732
| New | +$874K | 1.12% | 23 |
|