Mark Sheptoff Financial Planning’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.7K | Sell |
6,525
-150
| -2% | -$2.06K | 0.05% | 136 |
|
|
2025
Q1 | $83.1K | Hold |
6,675
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $88.8K | Sell |
6,675
-100
| -1% | -$1.33K | 0.05% | 133 |
|
|
2024
Q3 | $76K | Sell |
6,775
-400
| -6% | -$4.49K | 0.04% | 144 |
|
|
2024
Q2 | $96.3K | Sell |
7,175
-1,200
| -14% | -$16.1K | 0.05% | 137 |
|
|
2024
Q1 | $91.7K | Sell |
8,375
-10,800
| -56% | -$118K | 0.05% | 137 |
|
|
2023
Q4 | $450K | Sell |
19,175
-8,200
| -30% | -$192K | 0.27% | 53 |
|
|
2023
Q3 | $665K | Buy |
27,375
+24,250
| +776% | +$589K | 0.43% | 39 |
|
|
2023
Q2 | $52.1K | Sell |
3,125
-200
| -6% | -$3.33K | 0.03% | 160 |
|
|
2023
Q1 | $51.5K | Sell |
3,325
-100
| -3% | -$1.55K | 0.03% | 151 |
|
|
2022
Q4 | $63.1K | Hold |
3,425
| – | – | 0.04% | 137 |
|
|
2022
Q3 | $113K | Sell |
3,425
-300
| -8% | -$9.9K | 0.07% | 102 |
|
|
2022
Q2 | $96K | Sell |
3,725
-1,500
| -29% | -$38.7K | 0.06% | 117 |
|
|
2022
Q1 | $263K | Hold |
5,225
| – | – | 0.13% | 91 |
|
|
2021
Q4 | $542K | Buy |
+5,225
| New | +$542K | 0.26% | 63 |
|