Caledonia Investments (Australia)’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 |
-2,004,152
| Closed | -$24.2M | – | 17 |
|
|
2025
Q1 | $24.2M | Buy |
+2,004,152
| New | +$24.2M | 0.39% | 13 |
|
|
2024
Q2 | – | Sell |
-4,384,150
| Closed | -$63.8M | – | 12 |
|
|
2024
Q1 | $63.8M | Hold |
4,384,150
| – | – | 1.63% | 9 |
|
|
2023
Q4 | $63.5M | Hold |
4,384,150
| – | – | 1.35% | 10 |
|
|
2023
Q3 | $35.9M | Sell |
4,384,150
-477,500
| -10% | -$3.91M | 0.89% | 10 |
|
|
2023
Q2 | $43.6M | Sell |
4,861,650
-441,420
| -8% | -$3.96M | 0.95% | 9 |
|
|
2023
Q1 | $48M | Sell |
5,303,070
-5,292,084
| -50% | -$47.9M | 1.08% | 9 |
|
|
2022
Q4 | $74.2M | Buy |
10,595,154
+1,341,667
| +14% | +$9.39M | 1.99% | 8 |
|
|
2022
Q3 | $58.5M | Sell |
9,253,487
-58,965
| -0.6% | -$373K | 1.73% | 11 |
|
|
2022
Q2 | $68.5M | Hold |
9,312,452
| – | – | 1.79% | 9 |
|
|
2022
Q1 | $104M | Hold |
9,312,452
| – | – | 1.9% | 8 |
|
|
2021
Q4 | $130M | Hold |
9,312,452
| – | – | 2.03% | 8 |
|
|
2021
Q3 | $149M | Sell |
9,312,452
-236,375
| -2% | -$3.79M | 1.88% | 9 |
|
|
2021
Q2 | $185M | Hold |
9,548,827
| – | – | 1.91% | 9 |
|
|
2021
Q1 | $220M | Hold |
9,548,827
| – | – | 2.07% | 9 |
|
|
2020
Q4 | $193M | Buy |
9,548,827
+40,453
| +0.4% | +$818K | 1.85% | 8 |
|
|
2020
Q3 | $190M | Buy |
+9,508,374
| New | +$190M | 2.15% | 9 |
|