Summit Securities Group’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,254
| Closed | -$28.1K | – | 1219 |
|
|
2025
Q1 | $28.1K | Sell |
2,254
-1,698
| -43% | -$21.1K | ﹤0.01% | 300 |
|
|
2024
Q4 | $52.6K | Buy |
3,952
+1,693
| +75% | +$22.5K | 0.01% | 180 |
|
|
2024
Q3 | $25K | Buy |
+2,259
| New | +$25K | 0.01% | 209 |
|
|
2024
Q2 | – | Sell |
-7,500
| Closed | -$82K | – | 622 |
|
|
2024
Q1 | $82K | Buy |
7,500
+4,000
| +114% | +$43.7K | 0.01% | 108 |
|
|
2023
Q4 | $82K | Buy |
3,500
+1,500
| +75% | +$35.1K | 0.01% | 195 |
|
|
2023
Q3 | $49K | Buy |
+2,000
| New | +$49K | 0.01% | 149 |
|