Atlantic Private Wealth’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-360
| Closed | -$4.35K | – | 247 |
|
|
2025
Q1 | $4.35K | Hold |
360
| – | – | ﹤0.01% | 190 |
|
|
2024
Q4 | $4.05K | Buy |
+360
| New | +$4.05K | ﹤0.01% | 182 |
|
|
2024
Q3 | – | Sell |
-2,460
| Closed | -$33.7K | – | 184 |
|
|
2024
Q2 | $33.7K | Hold |
2,460
| – | – | 0.03% | 71 |
|
|
2024
Q1 | $35.8K | Hold |
2,460
| – | – | 0.03% | 72 |
|
|
2023
Q4 | $35.6K | Hold |
2,460
| – | – | 0.03% | 73 |
|
|
2023
Q3 | $20.1K | Hold |
2,460
| – | – | 0.02% | 69 |
|
|
2023
Q2 | $22K | Hold |
2,460
| – | – | 0.02% | 70 |
|
|
2023
Q1 | $22.3K | Buy |
+2,460
| New | +$22.3K | 0.02% | 62 |
|