CIBC Private Wealth Group’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
49,372
+4,680
| +10% | +$66.4K | ﹤0.01% | 749 |
|
|
2025
Q1 | $589K | Hold |
44,692
| – | – | ﹤0.01% | 760 |
|
|
2024
Q4 | $467K | Sell |
44,692
-300
| -0.7% | -$3.14K | ﹤0.01% | 887 |
|
|
2024
Q3 | $863K | Sell |
44,992
-1,500
| -3% | -$28.8K | ﹤0.01% | 721 |
|
|
2024
Q2 | $617K | Buy |
46,492
+1,800
| +4% | +$23.9K | ﹤0.01% | 768 |
|
|
2024
Q1 | $619K | Sell |
44,692
-550
| -1% | -$7.62K | ﹤0.01% | 773 |
|
|
2023
Q4 | $655K | Hold |
45,242
| – | – | ﹤0.01% | 737 |
|
|
2023
Q3 | $370K | Buy |
45,242
+449
| +1% | +$3.67K | ﹤0.01% | 831 |
|
|
2023
Q2 | $401K | Hold |
44,793
| – | – | ﹤0.01% | 732 |
|
|
2023
Q1 | $406K | Buy |
44,793
+693
| +2% | +$6.28K | ﹤0.01% | 741 |
|
|
2022
Q4 | $309 | Hold |
44,100
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $279K | Hold |
44,100
| – | – | ﹤0.01% | 802 |
|
|
2022
Q2 | $325K | Hold |
44,100
| – | – | ﹤0.01% | 783 |
|
|
2022
Q1 | $490K | Hold |
44,100
| – | – | ﹤0.01% | 752 |
|
|
2021
Q4 | $618K | Buy |
+44,100
| New | +$618K | ﹤0.01% | 725 |
|
|
2021
Q3 | – | Sell |
-44,100
| Closed | -$853K | – | 1010 |
|
|
2021
Q2 | $853K | Buy |
44,100
+22,150
| +101% | +$428K | ﹤0.01% | 697 |
|
|
2021
Q1 | $507K | Buy |
+21,950
| New | +$507K | ﹤0.01% | 802 |
|