Creative Planning’s Rocket Lab Corporation Common Stock RKLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.62M | Buy |
212,907
+81,474
| +62% | +$2.91M | 0.01% | 604 |
|
2025
Q1 | $2.35M | Sell |
131,433
-15,288
| -10% | -$273K | ﹤0.01% | 1080 |
|
2024
Q4 | $3.74M | Buy |
146,721
+63,174
| +76% | +$1.61M | ﹤0.01% | 791 |
|
2024
Q3 | $813K | Buy |
83,547
+23,504
| +39% | +$229K | ﹤0.01% | 1686 |
|
2024
Q2 | $288K | Buy |
60,043
+23,264
| +63% | +$112K | ﹤0.01% | 2373 |
|
2024
Q1 | $151K | Buy |
36,779
+3,080
| +9% | +$12.7K | ﹤0.01% | 2620 |
|
2023
Q4 | $186K | Sell |
33,699
-376
| -1% | -$2.08K | ﹤0.01% | 2452 |
|
2023
Q3 | $149K | Buy |
34,075
+11,713
| +52% | +$51.3K | ﹤0.01% | 2310 |
|
2023
Q2 | $134K | Buy |
22,362
+3,878
| +21% | +$23.3K | ﹤0.01% | 2287 |
|
2023
Q1 | $74.7K | Sell |
18,484
-1,615
| -8% | -$6.53K | ﹤0.01% | 2270 |
|
2022
Q4 | $75.8K | Buy |
20,099
+3,698
| +23% | +$13.9K | ﹤0.01% | 2176 |
|
2022
Q3 | $67K | Sell |
16,401
-42
| -0.3% | -$172 | ﹤0.01% | 2065 |
|
2022
Q2 | $62K | Sell |
16,443
-5,456
| -25% | -$20.6K | ﹤0.01% | 2006 |
|
2022
Q1 | $176K | Buy |
21,899
+3,950
| +22% | +$31.7K | ﹤0.01% | 1911 |
|
2021
Q4 | $220K | Buy |
+17,949
| New | +$220K | ﹤0.01% | 1814 |
|
2021
Q2 | – | Sell |
-24,301
| Closed | -$288K | – | 2271 |
|
2021
Q1 | $288K | Buy |
+24,301
| New | +$288K | ﹤0.01% | 1786 |
|