Montag & Associates’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
15,154
| – | – | 0.01% | 395 |
|
|
2025
Q1 | $189K | Hold |
15,154
| – | – | 0.01% | 420 |
|
|
2024
Q4 | $202K | Buy |
15,154
+1,454
| +11% | +$19.3K | 0.01% | 422 |
|
|
2024
Q3 | $154K | Hold |
13,700
| – | – | 0.01% | 453 |
|
|
2024
Q2 | $184K | Hold |
13,700
| – | – | 0.01% | 420 |
|
|
2024
Q1 | $150K | Buy |
13,700
+1,917
| +16% | +$21K | 0.01% | 444 |
|
|
2023
Q4 | $276K | Sell |
11,783
-45
| -0.4% | -$1.06K | 0.02% | 366 |
|
|
2023
Q3 | $287K | Hold |
11,828
| – | – | 0.02% | 340 |
|
|
2023
Q2 | $197K | Hold |
11,828
| – | – | 0.01% | 396 |
|
|
2023
Q1 | $183K | Hold |
11,828
| – | – | 0.01% | 396 |
|
|
2022
Q4 | $218K | Sell |
11,828
-255
| -2% | -$4.7K | 0.01% | 354 |
|
|
2022
Q3 | $398K | Hold |
12,083
| – | – | 0.03% | 281 |
|
|
2022
Q2 | $311K | Buy |
12,083
+11,783
| +3,928% | +$303K | 0.02% | 314 |
|
|
2022
Q1 | $15K | Buy |
300
+100
| +50% | +$5K | ﹤0.01% | 690 |
|
|
2021
Q4 | $21K | Buy |
+200
| New | +$21K | ﹤0.01% | 670 |
|