Kestra Private Wealth 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
$372K Buy
27,102
+755
+3% +$10.4K 0.01% 1167
2025
Q1
$328K Sell
26,347
-653
-2% -$8.13K 0.01% 1155
2024
Q4
$359K Buy
27,000
+408
+2% +$5.43K 0.01% 1064
2024
Q3
$298K Buy
26,592
+1,293
+5% +$14.5K 0.01% 1085
2024
Q2
$340K Buy
25,299
+5,619
+29% +$75.4K 0.01% 988
2024
Q1
$216K Sell
19,680
-849
-4% -$9.3K ﹤0.01% 1152
2023
Q4
$482K Sell
20,529
-3,786
-16% -$88.8K 0.01% 744
2023
Q3
$590K Buy
24,315
+5,380
+28% +$131K 0.02% 615
2023
Q2
$315K Buy
18,935
+7,090
+60% +$118K 0.01% 804
2023
Q1
$183K Buy
11,845
+1,328
+13% +$20.6K 0.01% 942
2022
Q4
$194K Buy
10,517
+1,441
+16% +$26.6K 0.01% 809
2022
Q3
$299K Sell
9,076
-685
-7% -$22.6K 0.02% 654
2022
Q2
$251K Buy
9,761
+1,664
+21% +$42.8K 0.01% 721
2022
Q1
$407K Buy
8,097
+2,356
+41% +$118K 0.02% 645
2021
Q4
$595K Buy
+5,741
New +$595K 0.03% 534