Bartlett & Co Wealth Management’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 | $7.09K | Hold |
500
| – | – | ﹤0.01% | 956 |
|
|
2025
Q1 | $6.44K | Hold |
500
| – | – | ﹤0.01% | 958 |
|
|
2024
Q4 | $5.63K | Hold |
500
| – | – | ﹤0.01% | 959 |
|
|
2024
Q3 | $9.6K | Hold |
500
| – | – | ﹤0.01% | 917 |
|
|
2024
Q2 | $6.85K | Hold |
500
| – | – | ﹤0.01% | 957 |
|
|
2024
Q1 | $7.28K | Hold |
500
| – | – | ﹤0.01% | 944 |
|
|
2023
Q4 | $7.51K | Hold |
500
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q3 | $4.09K | Sell |
500
-400
| -44% | -$3.27K | ﹤0.01% | 1015 |
|
|
2023
Q2 | $8.06K | Buy |
900
+400
| +80% | +$3.58K | ﹤0.01% | 945 |
|
|
2023
Q1 | $4.53K | Hold |
500
| – | – | ﹤0.01% | 907 |
|
|
2022
Q4 | $3.5K | Hold |
500
| – | – | ﹤0.01% | 961 |
|
|
2022
Q3 | $3.16K | Hold |
500
| – | – | ﹤0.01% | 991 |
|
|
2022
Q2 | $3.68K | Hold |
500
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q1 | $5.56K | Buy |
+500
| New | +$5.56K | ﹤0.01% | 900 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$8.02K | – | 775 |
|
|
2021
Q3 | $8.02K | Hold |
500
| – | – | ﹤0.01% | 723 |
|
|
2021
Q2 | $9.68K | Hold |
500
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $11.5K | Hold |
500
| – | – | ﹤0.01% | 714 |
|
|
2020
Q4 | $10.1K | Hold |
500
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $9.97K | Buy |
+500
| New | +$9.97K | ﹤0.01% | 681 |
|