CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Rocket Companies RKT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio RKT Stock Details RKT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$286K Buy
2022
Q3 		– Sell
2022
Q2 		$33K Buy
2022
Q1 		$18K Sell
2021
Q4 		$24K Buy
2021
Q3 		$11K Sell
2021
Q2 		$16K Buy
2021
Q1 		$13K Sell
2020
Q4 		$166K Sell
2020
Q3 		$254K Buy