Creative Planning’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.87M | Sell |
135,925
-14,399
| -10% | -$198K | ﹤0.01% | 1380 |
|
2025
Q1 | $1.87M | Buy |
150,324
+41,989
| +39% | +$523K | ﹤0.01% | 1210 |
|
2024
Q4 | $1.44M | Sell |
108,335
-7,351
| -6% | -$97.8K | ﹤0.01% | 1360 |
|
2024
Q3 | $1.3M | Buy |
115,686
+7,236
| +7% | +$81.2K | ﹤0.01% | 1325 |
|
2024
Q2 | $1.46M | Sell |
108,450
-5,233
| -5% | -$70.2K | ﹤0.01% | 1157 |
|
2024
Q1 | $1.24M | Buy |
113,683
+2,066
| +2% | +$22.6K | ﹤0.01% | 1193 |
|
2023
Q4 | $2.62M | Sell |
111,617
-3,683
| -3% | -$86.4K | ﹤0.01% | 795 |
|
2023
Q3 | $2.8M | Buy |
115,300
+244
| +0.2% | +$5.92K | ﹤0.01% | 714 |
|
2023
Q2 | $1.92M | Buy |
115,056
+28,844
| +33% | +$481K | ﹤0.01% | 830 |
|
2023
Q1 | $1.33M | Buy |
86,212
+12,563
| +17% | +$194K | ﹤0.01% | 938 |
|
2022
Q4 | $1.36M | Buy |
73,649
+9,416
| +15% | +$174K | ﹤0.01% | 892 |
|
2022
Q3 | $2.11M | Buy |
64,233
+2,008
| +3% | +$66.1K | ﹤0.01% | 682 |
|
2022
Q2 | $1.6M | Buy |
62,225
+18,158
| +41% | +$467K | ﹤0.01% | 790 |
|
2022
Q1 | $2.21M | Buy |
44,067
+20,205
| +85% | +$1.02M | ﹤0.01% | 681 |
|
2021
Q4 | $2.47M | Buy |
+23,862
| New | +$2.47M | ﹤0.01% | 623 |
|