Mark Sheptoff Financial Planning’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	$93.8K	Sell	6,425 -100	-2%	-$1.6K	0.05%	140
2025 Q4	$129K	Hold	6,525	–	–	0.06%	128
2025 Q3	$95.8K	Hold	6,525	–	–	0.05%	144
2025 Q2	$89.7K	Sell	6,525 -150	-2%	-$2.04K	0.05%	136
2025 Q1	$83.1K	Hold	6,675	–	–	0.05%	131
2024 Q4	$88.8K	Sell	6,675 -100	-1%	-$1.15K	0.05%	133
2024 Q3	$76K	Sell	6,775 -400	-6%	-$5.75K	0.04%	144
2024 Q2	$96.3K	Sell	7,175 -1,200	-14%	-$12.5K	0.05%	137
2024 Q1	$91.7K	Sell	8,375 -10,800	-56%	-$156K	0.05%	137
2023 Q4	$450K	Sell	19,175 -8,200	-30%	-$154K	0.27%	53
2023 Q3	$665K	Buy	27,375 +24,250	+776%	+$566K	0.43%	39
2023 Q2	$52.1K	Sell	3,125 -200	-6%	-$2.79K	0.03%	160
2023 Q1	$51.5K	Sell	3,325 -100	-3%	-$1.69K	0.03%	151
2022 Q4	$63.1K	Hold	3,425	–	–	0.04%	137
2022 Q3	$113K	Sell	3,425 -300	-8%	-$10.2K	0.07%	102
2022 Q2	$96K	Sell	3,725 -1,500	-29%	-$46.9K	0.06%	117
2022 Q1	$263K	Hold	5,225	–	–	0.13%	91
2021 Q4	$542K	Buy	+5,225	New	+$602K	0.26%	63