Avantax Advisory Services’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
27,234
+3,030
| +13% | +$41.6K | ﹤0.01% | 1760 |
|
|
2025
Q1 | $301K | Buy |
24,204
+999
| +4% | +$12.4K | ﹤0.01% | 1824 |
|
|
2024
Q4 | $309K | Buy |
23,205
+11,831
| +104% | +$157K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $128K | Buy |
11,374
+933
| +9% | +$10.5K | ﹤0.01% | 2053 |
|
|
2024
Q2 | $140K | Buy |
+10,441
| New | +$140K | ﹤0.01% | 1989 |
|
|
2024
Q1 | – | Sell |
-10,018
| Closed | -$235K | – | 1714 |
|
|
2023
Q4 | $235K | Sell |
10,018
-1,617
| -14% | -$37.9K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $282K | Sell |
11,635
-805
| -6% | -$19.5K | ﹤0.01% | 1230 |
|
|
2023
Q2 | $207K | Sell |
12,440
-1,746
| -12% | -$29.1K | ﹤0.01% | 1386 |
|
|
2023
Q1 | $220K | Buy |
14,186
+926
| +7% | +$14.3K | ﹤0.01% | 1319 |
|
|
2022
Q4 | $244K | Sell |
13,260
-888
| -6% | -$16.4K | ﹤0.01% | 1214 |
|
|
2022
Q3 | $466K | Sell |
14,148
-706
| -5% | -$23.3K | 0.01% | 807 |
|
|
2022
Q2 | $382K | Buy |
14,854
+4,666
| +46% | +$120K | 0.01% | 898 |
|
|
2022
Q1 | $513K | Buy |
10,188
+4,719
| +86% | +$238K | 0.01% | 779 |
|
|
2021
Q4 | $567K | Buy |
+5,469
| New | +$567K | 0.01% | 720 |
|