Valeo 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 | $237K | Sell |
4,061
-2,342
| -37% | -$137K | 0.01% | 645 |
|
|
2025
Q1 | $385K | Buy |
6,403
+2,365
| +59% | +$142K | 0.01% | 472 |
|
|
2024
Q4 | $237K | Sell |
4,038
-1,237
| -23% | -$72.7K | 0.01% | 602 |
|
|
2024
Q3 | $375K | Sell |
5,275
-2,043
| -28% | -$145K | 0.01% | 472 |
|
|
2024
Q2 | $482K | Hold |
7,318
| – | – | 0.02% | 396 |
|
|
2024
Q1 | $499K | Sell |
7,318
-1,347
| -16% | -$91.8K | 0.02% | 376 |
|
|
2023
Q4 | $645K | Buy |
8,665
+578
| +7% | +$43K | 0.03% | 290 |
|
|
2023
Q3 | $515K | Buy |
8,087
+3,978
| +97% | +$253K | 0.02% | 325 |
|
|
2023
Q2 | $262K | Sell |
4,109
-2,066
| -33% | -$132K | 0.01% | 462 |
|
|
2023
Q1 | $424K | Buy |
6,175
+3,215
| +109% | +$221K | 0.02% | 364 |
|
|
2022
Q4 | $211K | Buy |
+2,960
| New | +$211K | 0.01% | 472 |
|
|
2021
Q2 | – | Sell |
-2,262
| Closed | -$176K | – | 1435 |
|
|
2021
Q1 | $176K | Buy |
2,262
+650
| +40% | +$50.6K | 0.01% | 461 |
|
|
2020
Q4 | $121K | Buy |
1,612
+1,369
| +563% | +$103K | 0.01% | 512 |
|
|
2020
Q3 | $15K | Buy |
243
+42
| +21% | +$2.59K | ﹤0.01% | 949 |
|
|
2020
Q2 | $11K | Buy |
201
+49
| +32% | +$2.68K | ﹤0.01% | 1188 |
|
|
2020
Q1 | $7K | Buy |
152
+50
| +49% | +$2.3K | ﹤0.01% | 1171 |
|
|
2019
Q4 | $6K | Buy |
102
+25
| +32% | +$1.47K | ﹤0.01% | 1231 |
|
|
2019
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 1249 |
|
|
2019
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q1 | $5K | Sell |
77
-96
| -55% | -$6.23K | ﹤0.01% | 1181 |
|
|
2018
Q4 | $8K | Hold |
173
| – | – | ﹤0.01% | 944 |
|
|
2018
Q3 | $8K | Buy |
173
+22
| +15% | +$1.02K | ﹤0.01% | 1039 |
|
|
2018
Q2 | $7K | Sell |
151
-309
| -67% | -$14.3K | ﹤0.01% | 1042 |
|
|
2018
Q1 | $24K | Buy |
460
+82
| +22% | +$4.28K | ﹤0.01% | 662 |
|
|
2017
Q4 | $20K | Sell |
378
-27
| -7% | -$1.43K | ﹤0.01% | 667 |
|
|
2017
Q3 | $19K | Buy |
+405
| New | +$19K | ﹤0.01% | 559 |
|