WFA of San Diego’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.6K | Buy |
+1,500
| New | +$20.6K | 0.02% | 269 |
|
2024
Q3 | $16.8K | Hold |
1,500
| – | – | 0.01% | 253 |
|
2024
Q2 | $20.1K | Buy |
+1,500
| New | +$20.1K | 0.02% | 241 |
|
2023
Q3 | $36.4K | Hold |
1,500
| – | – | 0.04% | 194 |
|
2023
Q2 | $25K | Buy |
+1,500
| New | +$25K | 0.02% | 221 |
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$27.6K | – | 344 |
|
2022
Q4 | $27.6K | Buy |
+1,500
| New | +$27.6K | 0.02% | 257 |
|