CIBC Private Wealth Group’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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $700K | Buy |
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|
2025
Q1 | $589K | Hold |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $863K | Sell |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $655K | Hold |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $309 | Hold |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $490K | Hold |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $853K | Buy |
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|
2021
Q1 | $507K | Buy |
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