Sequoia 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 | $866K | Buy |
14,840
+5,750
| +63% | +$335K | 0.01% | 744 |
|
|
2025
Q1 | $546K | Sell |
9,090
-1,336
| -13% | -$80.3K | ﹤0.01% | 816 |
|
|
2024
Q4 | $613K | Buy |
10,426
+816
| +8% | +$48K | 0.01% | 733 |
|
|
2024
Q3 | $684K | Sell |
9,610
-107
| -1% | -$7.62K | 0.01% | 653 |
|
|
2024
Q2 | $641K | Buy |
9,717
+229
| +2% | +$15.1K | 0.01% | 611 |
|
|
2024
Q1 | $605K | Sell |
9,488
-15,873
| -63% | -$1.01M | 0.01% | 622 |
|
|
2023
Q4 | $1.89M | Buy |
25,361
+16,950
| +202% | +$1.26M | 0.02% | 363 |
|
|
2023
Q3 | $535K | Sell |
8,411
-173
| -2% | -$11K | 0.01% | 497 |
|
|
2023
Q2 | $548K | Buy |
8,584
+736
| +9% | +$47K | 0.01% | 500 |
|
|
2023
Q1 | $538K | Buy |
7,848
+710
| +10% | +$48.7K | 0.01% | 445 |
|
|
2022
Q4 | $508K | Buy |
7,138
+774
| +12% | +$55.1K | 0.01% | 429 |
|
|
2022
Q3 | $350K | Sell |
6,364
-628
| -9% | -$34.5K | 0.01% | 353 |
|
|
2022
Q2 | $426K | Buy |
6,992
+491
| +8% | +$29.9K | 0.01% | 356 |
|
|
2022
Q1 | $523K | Buy |
6,501
+1,603
| +33% | +$129K | 0.01% | 349 |
|
|
2021
Q4 | $328K | Buy |
+4,898
| New | +$328K | 0.01% | 425 |
|
|
2021
Q3 | – | Sell |
-4,096
| Closed | -$344K | – | 406 |
|
|
2021
Q2 | $344K | Buy |
4,096
+666
| +19% | +$55.9K | 0.01% | 346 |
|
|
2021
Q1 | $266K | Buy |
3,430
+88
| +3% | +$6.82K | 0.01% | 366 |
|
|
2020
Q4 | $251K | Sell |
3,342
-133
| -4% | -$9.99K | 0.01% | 350 |
|
|
2020
Q3 | $210K | Sell |
3,475
-300
| -8% | -$18.1K | 0.01% | 361 |
|
|
2020
Q2 | $212K | Buy |
+3,775
| New | +$212K | 0.01% | 336 |
|