B. Riley Wealth Advisors’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $469K | Buy |
+34,106
| New | +$469K | 0.02% | 540 |
|
2024
Q4 | $582K | Sell |
43,774
-45,990
| -51% | -$612K | 0.02% | 641 |
|
2024
Q3 | $994K | Buy |
89,764
+37,647
| +72% | +$417K | 0.03% | 499 |
|
2024
Q2 | $699K | Buy |
52,117
+31,232
| +150% | +$419K | 0.02% | 671 |
|
2024
Q1 | $507K | Sell |
20,885
-12,832
| -38% | -$312K | 0.01% | 785 |
|
2023
Q4 | $791K | Buy |
33,717
+12,832
| +61% | +$301K | 0.02% | 602 |
|
2023
Q3 | $507K | Buy |
20,885
+5,696
| +38% | +$138K | 0.01% | 785 |
|
2023
Q2 | $253K | Sell |
15,189
-336
| -2% | -$5.6K | 0.01% | 1214 |
|
2023
Q1 | $240K | Buy |
15,525
+3,046
| +24% | +$47.2K | 0.01% | 1194 |
|
2022
Q4 | $230K | Sell |
12,479
-814
| -6% | -$15K | 0.01% | 1174 |
|
2022
Q3 | $438K | Buy |
13,293
+4,330
| +48% | +$143K | 0.01% | 817 |
|
2022
Q2 | $231K | Buy |
8,963
+1,109
| +14% | +$28.6K | 0.01% | 981 |
|
2022
Q1 | $395K | Buy |
7,854
+2,659
| +51% | +$134K | 0.01% | 881 |
|
2021
Q4 | $539K | Buy |
+5,195
| New | +$539K | 0.02% | 765 |
|