Valeo Financial Advisors’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 | $248K | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $478K | Buy |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $173K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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