Cerity Partners’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,920
| Closed | -$200K | – | 2597 |
|
|
2024
Q4 | $200K | Sell |
11,920
-19,270
| -62% | -$324K | ﹤0.01% | 2242 |
|
|
2024
Q3 | $599K | Buy |
31,190
+14,340
| +85% | +$275K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $231K | Buy |
16,850
+5,326
| +46% | +$73K | ﹤0.01% | 1960 |
|
|
2024
Q1 | $168K | Buy |
+11,524
| New | +$168K | ﹤0.01% | 2144 |
|