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