Sugarloaf Wealth Management’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$8.73K Hold
656
﹤0.01% 518
2024
Q3
$7.36K Buy
656
+18
+3% +$202 ﹤0.01% 530
2024
Q2
$8.56K Buy
638
+33
+5% +$443 ﹤0.01% 494
2024
Q1
$6.63K Hold
605
﹤0.01% 516
2023
Q4
$14.2K Buy
605
+5
+0.8% +$117 ﹤0.01% 445
2023
Q3
$14.6K Hold
600
﹤0.01% 420
2023
Q2
$10K Buy
600
+25
+4% +$417 ﹤0.01% 477
2023
Q1
$8.9K Hold
575
﹤0.01% 492
2022
Q4
$10.6K Sell
575
-150
-21% -$2.76K ﹤0.01% 489
2022
Q3
$24K Sell
725
-95
-12% -$3.15K 0.01% 395
2022
Q2
$21K Buy
+820
New +$21K 0.01% 398