EFS
Essex Financial Services’s Rivian RIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
14,734
-2,442
| -14% | -$33.6K | 0.01% | 658 |
|
|
2025
Q1 | $214K | Buy |
17,176
+1,946
| +13% | +$24.2K | 0.02% | 588 |
|
|
2024
Q4 | $203K | Sell |
15,230
-1,477
| -9% | -$19.6K | 0.01% | 605 |
|
|
2024
Q3 | $175K | Sell |
16,707
-2,985
| -15% | -$31.3K | 0.01% | 604 |
|
|
2024
Q2 | $290K | Buy |
19,692
+7,709
| +64% | +$113K | 0.02% | 490 |
|
|
2024
Q1 | $131K | Buy |
11,983
+750
| +7% | +$8.21K | 0.01% | 525 |
|
|
2023
Q4 | $264K | Sell |
11,233
-758
| -6% | -$17.8K | 0.03% | 423 |
|
|
2023
Q3 | $291K | Buy |
11,991
+1,323
| +12% | +$32.1K | 0.03% | 377 |
|
|
2023
Q2 | $178K | Buy |
+10,668
| New | +$178K | 0.02% | 458 |
|