Gries Financial’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13,497
| Closed | -$180K | – | 305 |
|
2024
Q4 | $180K | Sell |
13,497
-2,424
| -15% | -$32.2K | 0.03% | 271 |
|
2024
Q3 | $179K | Sell |
15,921
-274
| -2% | -$3.07K | 0.03% | 269 |
|
2024
Q2 | $217K | Buy |
16,195
+4,956
| +44% | +$66.5K | 0.04% | 224 |
|
2024
Q1 | $123K | Buy |
11,239
+550
| +5% | +$6.02K | 0.02% | 273 |
|
2023
Q4 | $251K | Buy |
10,689
+486
| +5% | +$11.4K | 0.06% | 182 |
|
2023
Q3 | $248K | Sell |
10,203
-113
| -1% | -$2.74K | 0.07% | 166 |
|
2023
Q2 | $172K | Hold |
10,316
| – | – | 0.05% | 157 |
|
2023
Q1 | $160K | Hold |
10,316
| – | – | 0.05% | 162 |
|
2022
Q4 | $190K | Sell |
10,316
-4,325
| -30% | -$79.7K | 0.06% | 148 |
|
2022
Q3 | $482K | Buy |
+14,641
| New | +$482K | 0.2% | 97 |
|