Montag & Associates’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $202K | Buy |
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|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $184K | Hold |
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|
2024
Q1 | $150K | Buy |
|
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $197K | Hold |
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|
2023
Q1 | $183K | Hold |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $21K | Buy |
|