SAG
SageView Advisory Group’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
3,642
-167
| -4% | -$10.4K | 0.01% | 569 |
|
|
2025
Q1 | $229K | Sell |
3,809
-130
| -3% | -$7.81K | 0.01% | 545 |
|
|
2024
Q4 | $232K | Buy |
3,939
+957
| +32% | +$56.3K | 0.01% | 529 |
|
|
2024
Q3 | $212K | Sell |
2,982
-1,807
| -38% | -$129K | 0.01% | 484 |
|
|
2024
Q2 | $316K | Buy |
+4,789
| New | +$316K | 0.01% | 417 |
|
|
2024
Q1 | – | Sell |
-5,466
| Closed | -$384K | – | 768 |
|
|
2023
Q4 | $384K | Buy |
5,466
+2,024
| +59% | +$142K | 0.02% | 449 |
|
|
2023
Q3 | $219K | Sell |
3,442
-127
| -4% | -$8.08K | 0.01% | 497 |
|
|
2023
Q2 | $228K | Buy |
+3,569
| New | +$228K | 0.01% | 505 |
|