CA
Clearstead Advisors’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
80,060
-190
| -0.2% | -$2.69K | 0.02% | 409 |
|
|
2025
Q1 | $969K | Hold |
80,250
| – | – | 0.02% | 413 |
|
|
2024
Q4 | $904K | Hold |
80,250
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $1.54M | Hold |
80,250
| – | – | 0.02% | 338 |
|
|
2024
Q2 | $1.1M | Hold |
80,250
| – | – | 0.02% | 373 |
|
|
2024
Q1 | $1.16M | Sell |
80,250
-58,806
| -42% | -$848K | 0.06% | 209 |
|
|
2023
Q4 | $2.01M | Buy |
139,056
+138,556
| +27,711% | +$2.01M | 0.11% | 151 |
|
|
2023
Q3 | $4.09K | Buy |
500
+250
| +100% | +$2.05K | ﹤0.01% | 1278 |
|
|
2023
Q2 | $2.24K | Sell |
250
-1
| -0.4% | -$9 | ﹤0.01% | 1128 |
|
|
2023
Q1 | $2.27K | Hold |
251
| – | – | ﹤0.01% | 1117 |
|
|
2022
Q4 | $1.76K | Hold |
251
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q3 | $2K | Buy |
251
+100
| +66% | +$797 | ﹤0.01% | 1095 |
|
|
2022
Q2 | $1K | Hold |
151
| – | – | ﹤0.01% | 1213 |
|
|
2022
Q1 | $2K | Sell |
151
-2,552
| -94% | -$33.8K | ﹤0.01% | 1231 |
|
|
2021
Q4 | $38K | Hold |
2,703
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $43K | Sell |
2,703
-52
| -2% | -$827 | ﹤0.01% | 633 |
|
|
2021
Q2 | $53K | Hold |
2,755
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $64K | Buy |
2,755
+2
| +0.1% | +$46 | 0.01% | 510 |
|
|
2020
Q4 | $56K | Hold |
2,753
| – | – | 0.01% | 500 |
|
|
2020
Q3 | $55K | Buy |
+2,753
| New | +$55K | 0.01% | 455 |
|