Valeo 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 | $248K | Sell |
18,066
-450
| -2% | -$6.18K | 0.01% | 635 |
|
|
2025
Q1 | $231K | Sell |
18,516
-8,248
| -31% | -$103K | 0.01% | 603 |
|
|
2024
Q4 | $356K | Sell |
26,764
-3,265
| -11% | -$43.4K | 0.01% | 482 |
|
|
2024
Q3 | $337K | Sell |
30,029
-5,620
| -16% | -$63.1K | 0.01% | 501 |
|
|
2024
Q2 | $478K | Buy |
35,649
+2,621
| +8% | +$35.2K | 0.02% | 400 |
|
|
2024
Q1 | $292K | Buy |
33,028
+12,683
| +62% | +$112K | 0.01% | 511 |
|
|
2023
Q4 | $477K | Sell |
20,345
-234
| -1% | -$5.48K | 0.02% | 381 |
|
|
2023
Q3 | $500K | Buy |
20,579
+7,475
| +57% | +$181K | 0.02% | 334 |
|
|
2023
Q2 | $218K | Buy |
13,104
+1,925
| +17% | +$32.1K | 0.01% | 522 |
|
|
2023
Q1 | $173K | Buy |
+11,179
| New | +$173K | 0.01% | 562 |
|
|
2022
Q2 | – | Sell |
-4,186
| Closed | -$210K | – | 572 |
|
|
2022
Q1 | $210K | Buy |
+4,186
| New | +$210K | 0.01% | 511 |
|