United Capital 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 | $162K | Buy |
+11,763
| New | +$162K | ﹤0.01% | 1061 |
|
|
2024
Q1 | – | Sell |
-10,917
| Closed | -$256K | – | 1109 |
|
|
2023
Q4 | $256K | Buy |
10,917
+518
| +5% | +$12.2K | ﹤0.01% | 922 |
|
|
2023
Q3 | $252K | Sell |
10,399
-1,085
| -9% | -$26.3K | ﹤0.01% | 759 |
|
|
2023
Q2 | $191K | Buy |
+11,484
| New | +$191K | ﹤0.01% | 859 |
|
|
2022
Q4 | – | Sell |
-7,666
| Closed | -$252K | – | 1100 |
|
|
2022
Q3 | $252K | Buy |
+7,666
| New | +$252K | ﹤0.01% | 958 |
|
|
2022
Q2 | – | Sell |
-8,507
| Closed | -$427K | – | 1181 |
|
|
2022
Q1 | $427K | Buy |
+8,507
| New | +$427K | ﹤0.01% | 881 |
|