Sharp Financial Services’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
-4,800
Closed -$288K 97
2025
Q1
$288K Sell
4,800
-1,100
-19% -$66.1K 0.22% 68
2024
Q4
$347K Sell
5,900
-3,560
-38% -$209K 0.26% 59
2024
Q3
$673K Sell
9,460
-290
-3% -$20.6K 0.52% 33
2024
Q2
$643K Sell
9,750
-500
-5% -$33K 0.55% 33
2024
Q1
$653K Buy
10,250
+1,501
+17% +$95.7K 0.61% 31
2023
Q4
$651K Buy
+8,749
New +$651K 0.71% 29