Steward Partners Investment Advisory’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 | $776K | Buy |
13,309
+781
| +6% | +$45.6K | 0.01% | 1099 |
|
2025
Q1 | $753K | Sell |
12,528
-241
| -2% | -$14.5K | 0.01% | 1027 |
|
2024
Q4 | $751K | Sell |
12,769
-1,002
| -7% | -$58.9K | 0.01% | 977 |
|
2024
Q3 | $980K | Buy |
13,771
+567
| +4% | +$40.4K | 0.01% | 866 |
|
2024
Q2 | $871K | Sell |
13,204
-35
| -0.3% | -$2.31K | 0.01% | 856 |
|
2024
Q1 | $844K | Buy |
13,239
+284
| +2% | +$18.1K | 0.01% | 858 |
|
2023
Q4 | $965K | Sell |
12,955
-673
| -5% | -$50.1K | 0.01% | 743 |
|
2023
Q3 | $867K | Sell |
13,628
-383
| -3% | -$24.4K | 0.01% | 726 |
|
2023
Q2 | $894K | Buy |
14,011
+196
| +1% | +$12.5K | 0.01% | 725 |
|
2023
Q1 | $948K | Buy |
13,815
+174
| +1% | +$11.9K | 0.02% | 712 |
|
2022
Q4 | $971K | Buy |
13,641
+2,922
| +27% | +$208K | 0.02% | 672 |
|
2022
Q3 | $590K | Buy |
10,719
+3,977
| +59% | +$219K | 0.01% | 800 |
|
2022
Q2 | $411K | Sell |
6,742
-867
| -11% | -$52.9K | 0.01% | 921 |
|
2022
Q1 | $612K | Sell |
7,609
-206
| -3% | -$16.6K | 0.01% | 855 |
|
2021
Q4 | $523K | Buy |
7,815
+1,985
| +34% | +$133K | 0.01% | 918 |
|
2021
Q3 | $390K | Buy |
5,830
+518
| +10% | +$34.7K | 0.01% | 1005 |
|
2021
Q2 | $446K | Sell |
5,312
-369
| -6% | -$31K | 0.01% | 980 |
|
2021
Q1 | $441K | Buy |
5,681
+492
| +9% | +$38.2K | 0.01% | 934 |
|
2020
Q4 | $390K | Sell |
5,189
-38
| -0.7% | -$2.86K | 0.01% | 830 |
|
2020
Q3 | $316K | Sell |
5,227
-83
| -2% | -$5.02K | 0.01% | 802 |
|
2020
Q2 | $298K | Sell |
5,310
-65
| -1% | -$3.65K | 0.01% | 757 |
|
2020
Q1 | $244K | Sell |
5,375
-575
| -10% | -$26.1K | 0.01% | 735 |
|
2019
Q4 | $353K | Hold |
5,950
| – | – | 0.01% | 718 |
|
2019
Q3 | $309K | Sell |
5,950
-1
| -0% | -$52 | 0.01% | 719 |
|
2019
Q2 | $370K | Sell |
5,951
-2
| -0% | -$124 | 0.01% | 632 |
|
2019
Q1 | $350K | Hold |
5,953
| – | – | 0.01% | 598 |
|
2018
Q4 | $288K | Buy |
5,953
+106
| +2% | +$5.13K | 0.01% | 613 |
|
2018
Q3 | $298K | Buy |
5,847
+316
| +6% | +$16.1K | 0.01% | 620 |
|
2018
Q2 | $307K | Buy |
5,531
+74
| +1% | +$4.11K | 0.02% | 563 |
|
2018
Q1 | $281K | Sell |
5,457
-469
| -8% | -$24.2K | 0.02% | 552 |
|
2017
Q4 | $313K | Sell |
5,926
-44
| -0.7% | -$2.32K | 0.02% | 438 |
|
2017
Q3 | $281K | Buy |
5,970
+182
| +3% | +$8.57K | 0.03% | 381 |
|
2017
Q2 | $244K | Buy |
5,788
+3,194
| +123% | +$135K | 0.03% | 375 |
|
2017
Q1 | $105K | Buy |
2,594
+717
| +38% | +$29K | 0.02% | 426 |
|
2016
Q4 | $72K | Buy |
+1,877
| New | +$72K | 0.03% | 278 |
|