Kestra Private Wealth Services’s Rivian RIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$385K	Buy	25,564 +491	+2%	+$7.85K	﹤0.01%	1337
2025 Q4	$494K	Sell	25,073 -759	-3%	-$12K	0.01%	1170
2025 Q3	$379K	Sell	25,832 -1,270	-5%	-$17K	0.01%	1239
2025 Q2	$372K	Buy	27,102 +755	+3%	+$10.2K	0.01%	1170
2025 Q1	$328K	Sell	26,347 -653	-2%	-$8.22K	0.01%	1157
2024 Q4	$359K	Buy	27,000 +408	+2%	+$4.7K	0.01%	1068
2024 Q3	$298K	Buy	26,592 +1,293	+5%	+$18.6K	0.01%	1086
2024 Q2	$340K	Buy	25,299 +5,619	+29%	+$58.7K	0.01%	990
2024 Q1	$216K	Sell	19,680 -849	-4%	-$12.2K	﹤0.01%	1152
2023 Q4	$482K	Sell	20,529 -3,786	-16%	-$71.2K	0.01%	744
2023 Q3	$590K	Buy	24,315 +5,380	+28%	+$126K	0.02%	615
2023 Q2	$315K	Buy	18,935 +7,090	+60%	+$99.1K	0.01%	804
2023 Q1	$183K	Buy	11,845 +1,328	+13%	+$22.4K	0.01%	942
2022 Q4	$194K	Buy	10,517 +1,441	+16%	+$42.4K	0.01%	809
2022 Q3	$299K	Sell	9,076 -685	-7%	-$23.3K	0.02%	654
2022 Q2	$251K	Buy	9,761 +1,664	+21%	+$52K	0.01%	721
2022 Q1	$407K	Buy	8,097 +2,356	+41%	+$143K	0.02%	645
2021 Q4	$595K	Buy	+5,741	New	+$661K	0.03%	534