Kestra Advisory Services’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995K Buy
72,436
+10,716
+17% +$147K ﹤0.01% 1476
2025
Q1
$768K Sell
61,720
-6,851
-10% -$85.3K ﹤0.01% 1551
2024
Q4
$912K Buy
68,571
+9,605
+16% +$128K 0.01% 1472
2024
Q3
$662K Sell
58,966
-25,566
-30% -$287K ﹤0.01% 1580
2024
Q2
$1.13M Sell
84,532
-12,233
-13% -$164K 0.01% 1244
2024
Q1
$1.06M Buy
96,765
+12,932
+15% +$142K 0.01% 1204
2023
Q4
$1.97M Buy
83,833
+49,617
+145% +$1.16M 0.02% 797
2023
Q3
$831K Sell
34,216
-46,956
-58% -$1.14M 0.01% 1090
2023
Q2
$1.35M Sell
81,172
-914
-1% -$15.2K 0.01% 844
2023
Q1
$1.27M Buy
82,086
+44,934
+121% +$696K 0.01% 831
2022
Q4
$685K Sell
37,152
-4,099
-10% -$75.5K 0.01% 1227
2022
Q3
$1.36M Buy
41,251
+9,282
+29% +$306K 0.01% 826
2022
Q2
$823K Buy
31,969
+6,985
+28% +$180K 0.01% 1073
2022
Q1
$1.26M Buy
24,984
+9,987
+67% +$502K 0.01% 856
2021
Q4
$1.56M Buy
+14,997
New +$1.56M 0.02% 787