Benjamin F. Edwards & Company’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$9K | – | 1820 |
|
|
2023
Q2 | $9K | Sell |
1,000
-1,000
| -50% | -$9K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q4 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 1360 |
|
|
2022
Q3 | $13K | Sell |
2,000
-1,000
| -33% | -$6.5K | ﹤0.01% | 1343 |
|
|
2022
Q2 | $22K | Hold |
3,000
| – | – | ﹤0.01% | 1219 |
|
|
2022
Q1 | $33K | Sell |
3,000
-200
| -6% | -$2.2K | ﹤0.01% | 1132 |
|
|
2021
Q4 | $45K | Sell |
3,200
-5,500
| -63% | -$77.3K | ﹤0.01% | 1077 |
|
|
2021
Q3 | $140K | Hold |
8,700
| – | – | 0.01% | 774 |
|
|
2021
Q2 | $168K | Hold |
8,700
| – | – | 0.01% | 694 |
|
|
2021
Q1 | $201K | Buy |
8,700
+1,190
| +16% | +$27.5K | 0.01% | 673 |
|
|
2020
Q4 | $152K | Buy |
+7,510
| New | +$152K | 0.01% | 715 |
|