Advisors Asset Management’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,495
| Closed | -$143K | – | 1437 |
|
|
2023
Q3 | $143K | Sell |
17,495
-2,830
| -14% | -$23.1K | ﹤0.01% | 1153 |
|
|
2023
Q2 | $182K | Sell |
20,325
-662
| -3% | -$5.93K | ﹤0.01% | 1132 |
|
|
2023
Q1 | $190K | Sell |
20,987
-4,056
| -16% | -$36.7K | ﹤0.01% | 1125 |
|
|
2022
Q4 | $175K | Sell |
25,043
-7,094
| -22% | -$49.7K | ﹤0.01% | 1148 |
|
|
2022
Q3 | $203K | Sell |
32,137
-67,625
| -68% | -$427K | ﹤0.01% | 1140 |
|
|
2022
Q2 | $734K | Buy |
99,762
+9,811
| +11% | +$72.2K | 0.01% | 837 |
|
|
2022
Q1 | $1M | Buy |
89,951
+9,445
| +12% | +$105K | 0.02% | 801 |
|
|
2021
Q4 | $1.13M | Buy |
80,506
+6,739
| +9% | +$94.3K | 0.02% | 801 |
|
|
2021
Q3 | $1.18M | Buy |
73,767
+21,413
| +41% | +$343K | 0.02% | 759 |
|
|
2021
Q2 | $1.01M | Buy |
+52,354
| New | +$1.01M | 0.01% | 825 |
|