Sequoia Financial Advisors’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
16,554
+1,458
| +10% | +$20K | ﹤0.01% | 1409 |
|
|
2025
Q1 | $188K | Buy |
15,096
+108
| +0.7% | +$1.35K | ﹤0.01% | 1268 |
|
|
2024
Q4 | $199K | Buy |
14,988
+4,983
| +50% | +$66.3K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $112K | Buy |
+10,005
| New | +$112K | ﹤0.01% | 1217 |
|
|
2024
Q1 | – | Sell |
-9,640
| Closed | -$226K | – | 1244 |
|
|
2023
Q4 | $226K | Buy |
9,640
+961
| +11% | +$22.5K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $211K | Buy |
+8,679
| New | +$211K | ﹤0.01% | 843 |
|
|
2022
Q1 | – | Sell |
-2,164
| Closed | -$224K | – | 697 |
|
|
2021
Q4 | $224K | Buy |
+2,164
| New | +$224K | 0.01% | 524 |
|