United Capital 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 | $267K | Sell |
4,582
-4,580
| -50% | -$267K | ﹤0.01% | 954 |
|
|
2025
Q1 | $550K | Buy |
9,162
+1,587
| +21% | +$95.3K | ﹤0.01% | 714 |
|
|
2024
Q4 | $445K | Buy |
7,575
+310
| +4% | +$18.2K | ﹤0.01% | 759 |
|
|
2024
Q3 | $517K | Sell |
7,265
-1,497
| -17% | -$107K | ﹤0.01% | 716 |
|
|
2024
Q2 | $578K | Buy |
8,762
+496
| +6% | +$32.7K | 0.01% | 663 |
|
|
2024
Q1 | $527K | Sell |
8,266
-58,744
| -88% | -$3.74M | ﹤0.01% | 719 |
|
|
2023
Q4 | $4.99M | Sell |
67,010
-43,322
| -39% | -$3.23M | 0.04% | 287 |
|
|
2023
Q3 | $7.02M | Sell |
110,332
-283
| -0.3% | -$18K | 0.05% | 260 |
|
|
2023
Q2 | $7.06M | Sell |
110,615
-3,996
| -3% | -$255K | 0.04% | 275 |
|
|
2023
Q1 | $7.86M | Buy |
114,611
+1,971
| +2% | +$135K | 0.04% | 273 |
|
|
2022
Q4 | $8.02M | Sell |
112,640
-5,150
| -4% | -$367K | 0.05% | 275 |
|
|
2022
Q3 | $6.49M | Sell |
117,790
-12,294
| -9% | -$677K | 0.04% | 296 |
|
|
2022
Q2 | $7.94M | Sell |
130,084
-4,868
| -4% | -$297K | 0.04% | 283 |
|
|
2022
Q1 | $10.9M | Buy |
134,952
+21,026
| +18% | +$1.69M | 0.05% | 266 |
|
|
2021
Q4 | $7.63M | Sell |
113,926
-5,497
| -5% | -$368K | 0.04% | 315 |
|
|
2021
Q3 | $7.98M | Buy |
+119,423
| New | +$7.98M | 0.04% | 302 |
|
|
2021
Q2 | – | Sell |
-5,604
| Closed | -$435K | – | 1242 |
|
|
2021
Q1 | $435K | Sell |
5,604
-78
| -1% | -$6.06K | ﹤0.01% | 881 |
|
|
2020
Q4 | $427K | Buy |
5,682
+2,279
| +67% | +$171K | ﹤0.01% | 885 |
|
|
2020
Q3 | $206K | Sell |
3,403
-633
| -16% | -$38.3K | ﹤0.01% | 1065 |
|
|
2020
Q2 | $227K | Buy |
+4,036
| New | +$227K | ﹤0.01% | 1058 |
|
|
2020
Q1 | – | Sell |
-12,761
| Closed | -$757K | – | 1323 |
|
|
2019
Q4 | $757K | Buy |
12,761
+6,677
| +110% | +$396K | ﹤0.01% | 871 |
|
|
2019
Q3 | $317K | Sell |
6,084
-23,936
| -80% | -$1.25M | ﹤0.01% | 1052 |
|
|
2019
Q2 | $1.87M | Buy |
30,020
+10,422
| +53% | +$650K | 0.01% | 636 |
|
|
2019
Q1 | $1.15M | Sell |
19,598
-2,247
| -10% | -$132K | 0.01% | 733 |
|
|
2018
Q4 | $1.06M | Buy |
21,845
+180
| +0.8% | +$8.73K | 0.01% | 702 |
|
|
2018
Q3 | $1.11M | Buy |
21,665
+1,099
| +5% | +$56.1K | 0.01% | 755 |
|
|
2018
Q2 | $1.14M | Buy |
20,566
+2,213
| +12% | +$123K | 0.01% | 732 |
|
|
2018
Q1 | $946K | Buy |
18,353
+3,688
| +25% | +$190K | 0.01% | 785 |
|
|
2017
Q4 | $776K | Buy |
14,665
+626
| +4% | +$33.1K | 0.01% | 849 |
|
|
2017
Q3 | $663K | Sell |
14,039
-136
| -1% | -$6.42K | 0.01% | 888 |
|
|
2017
Q2 | $600K | Buy |
14,175
+81
| +0.6% | +$3.43K | 0.01% | 887 |
|
|
2017
Q1 | $573K | Sell |
14,094
-311
| -2% | -$12.6K | 0.01% | 883 |
|
|
2016
Q4 | $554K | Buy |
14,405
+5,101
| +55% | +$196K | 0.01% | 910 |
|
|
2016
Q3 | $311K | Buy |
+9,304
| New | +$311K | ﹤0.01% | 1066 |
|
|
2015
Q1 | – | Sell |
-4,666
| Closed | -$215K | – | 1267 |
|
|
2014
Q4 | $215K | Sell |
4,666
-14,334
| -75% | -$660K | ﹤0.01% | 1082 |
|
|
2014
Q3 | $934K | Buy |
19,000
+6,790
| +56% | +$334K | 0.02% | 617 |
|
|
2014
Q2 | $663K | Buy |
12,210
+8,311
| +213% | +$451K | 0.01% | 641 |
|
|
2014
Q1 | $218K | Buy |
+3,899
| New | +$218K | ﹤0.01% | 856 |
|