Dynamic Advisor Solutions’s Rivian RIVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $249K | Sell |
18,122
-3,393
| -16% | -$46.6K | 0.01% | 797 |
|
2025
Q1 | $268K | Buy |
21,515
+1,892
| +10% | +$23.6K | 0.01% | 745 |
|
2024
Q4 | $261K | Sell |
19,623
-1,735
| -8% | -$23.1K | 0.01% | 566 |
|
2024
Q3 | $240K | Buy |
21,358
+147
| +0.7% | +$1.65K | 0.01% | 829 |
|
2024
Q2 | $285K | Buy |
21,211
+49
| +0.2% | +$658 | 0.01% | 781 |
|
2024
Q1 | $232K | Buy |
21,162
+9,494
| +81% | +$104K | 0.01% | 821 |
|
2023
Q4 | $223K | Sell |
11,668
-571
| -5% | -$10.9K | 0.01% | 806 |
|
2023
Q3 | $297K | Buy |
12,239
+1,861
| +18% | +$45.2K | 0.01% | 660 |
|
2023
Q2 | $173K | Buy |
+10,378
| New | +$173K | 0.01% | 749 |
|
2022
Q4 | – | Sell |
-9,114
| Closed | -$300K | – | 745 |
|
2022
Q3 | $300K | Buy |
+9,114
| New | +$300K | 0.02% | 526 |
|
2022
Q1 | – | Sell |
-2,011
| Closed | -$209K | – | 770 |
|
2021
Q4 | $209K | Buy |
+2,011
| New | +$209K | 0.01% | 673 |
|