JFS Wealth 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 | $4.26K | Buy |
310
+31
| +11% | +$426 | ﹤0.01% | 1133 |
|
|
2025
Q1 | $3.47K | Buy |
279
+4
| +1% | +$50 | ﹤0.01% | 1275 |
|
|
2024
Q4 | $3.66K | Sell |
275
-12
| -4% | -$160 | ﹤0.01% | 1241 |
|
|
2024
Q3 | $3.22K | Buy |
287
+1
| +0.3% | +$11 | ﹤0.01% | 1288 |
|
|
2024
Q2 | $3.84K | Sell |
286
-14
| -5% | -$188 | ﹤0.01% | 1174 |
|
|
2024
Q1 | $3.29K | Buy |
300
+7
| +2% | +$77 | ﹤0.01% | 1260 |
|
|
2023
Q4 | $6.87K | Buy |
293
+18
| +7% | +$422 | ﹤0.01% | 929 |
|
|
2023
Q3 | $6.68K | Hold |
275
| – | – | ﹤0.01% | 874 |
|
|
2023
Q2 | $4.58K | Hold |
275
| – | – | ﹤0.01% | 1047 |
|
|
2023
Q1 | $4.26K | Hold |
275
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q4 | $5.07K | Sell |
275
-1,012
| -79% | -$18.7K | ﹤0.01% | 987 |
|
|
2022
Q3 | $42K | Hold |
1,287
| – | – | ﹤0.01% | 413 |
|
|
2022
Q2 | $33K | Buy |
1,287
+825
| +179% | +$21.2K | ﹤0.01% | 482 |
|
|
2022
Q1 | $23K | Buy |
462
+162
| +54% | +$8.07K | ﹤0.01% | 568 |
|
|
2021
Q4 | $31K | Buy |
+300
| New | +$31K | ﹤0.01% | 498 |
|