Bank of Montreal’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 | $689K | Sell |
48,607
-123,531
| -72% | -$1.75M | ﹤0.01% | 1835 |
|
|
2025
Q1 | $2.08M | Buy |
+172,138
| New | +$2.08M | ﹤0.01% | 1304 |
|
|
2024
Q4 | – | Sell |
-10,220
| Closed | -$193K | – | 3451 |
|
|
2024
Q3 | $193K | Buy |
+10,220
| New | +$193K | ﹤0.01% | 2731 |
|
|
2024
Q1 | – | Sell |
-14,226
| Closed | -$214K | – | 3768 |
|
|
2023
Q4 | $214K | Buy |
+14,226
| New | +$214K | ﹤0.01% | 2689 |
|
|
2023
Q1 | – | Sell |
-100,352
| Closed | -$702K | – | 3624 |
|
|
2022
Q4 | $702K | Buy |
100,352
+3,309
| +3% | +$23.2K | ﹤0.01% | 2042 |
|
|
2022
Q3 | $628 | Sell |
97,043
-2,337
| -2% | -$15 | ﹤0.01% | 2081 |
|
|
2022
Q2 | $768 | Buy |
99,380
+69,629
| +234% | +$538 | ﹤0.01% | 2110 |
|
|
2022
Q1 | $339K | Sell |
29,751
-138,501
| -82% | -$1.58M | ﹤0.01% | 2670 |
|
|
2021
Q4 | $2.47M | Buy |
168,252
+148,792
| +765% | +$2.19M | ﹤0.01% | 1453 |
|
|
2021
Q3 | $322K | Buy |
19,460
+4,882
| +33% | +$80.8K | ﹤0.01% | 2913 |
|
|
2021
Q2 | $294K | Sell |
14,578
-3,230
| -18% | -$65.1K | ﹤0.01% | 2931 |
|
|
2021
Q1 | $401K | Sell |
17,808
-172,877
| -91% | -$3.89M | ﹤0.01% | 2429 |
|
|
2020
Q4 | $3.78M | Buy |
190,685
+104,239
| +121% | +$2.07M | ﹤0.01% | 1304 |
|
|
2020
Q3 | $1.88M | Buy |
+86,446
| New | +$1.88M | ﹤0.01% | 1445 |
|