J.W. Cole Advisors’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
17,270
+1,536
| +10% | +$21.1K | 0.01% | 1268 |
|
|
2025
Q1 | $196K | Buy |
+15,734
| New | +$196K | 0.01% | 1160 |
|
|
2023
Q4 | – | Sell |
-29,203
| Closed | -$709K | – | 849 |
|
|
2023
Q3 | $709K | Buy |
29,203
+362
| +1% | +$8.79K | 0.05% | 319 |
|
|
2023
Q2 | $480K | Buy |
28,841
+5,426
| +23% | +$90.4K | 0.03% | 436 |
|
|
2023
Q1 | $362K | Buy |
+23,415
| New | +$362K | 0.03% | 539 |
|
|
2022
Q4 | – | Sell |
-8,217
| Closed | -$270K | – | 766 |
|
|
2022
Q3 | $270K | Sell |
8,217
-139
| -2% | -$4.57K | 0.02% | 578 |
|
|
2022
Q2 | $215K | Buy |
8,356
+272
| +3% | +$7K | 0.02% | 660 |
|
|
2022
Q1 | $406K | Buy |
8,084
+3,309
| +69% | +$166K | 0.03% | 522 |
|
|
2021
Q4 | $495K | Buy |
+4,775
| New | +$495K | 0.03% | 467 |
|