Carson Wealth (CWM LLC)’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $946K | Buy |
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|
2025
Q3 | $188K | Buy |
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|
2025
Q2 | $92K | Sell |
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|
2025
Q1 | $81K | Buy |
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|
2024
Q4 | $61K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $88K | Buy |
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|
2023
Q4 | $53K | Sell |
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|
2023
Q3 | $38K | Buy |
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|
2023
Q2 | $40K | Sell |
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|
2023
Q1 | $44K | Buy |
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|
2022
Q4 | $31K | Sell |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $11K | Buy |
|