Creative Planning’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
18,215
+2,679
| +17% | +$38K | ﹤0.01% | 3020 |
|
|
2025
Q1 | $188K | Buy |
+15,536
| New | +$188K | ﹤0.01% | 3087 |
|
|
2023
Q2 | – | Sell |
-61,060
| Closed | -$553K | – | 2664 |
|
|
2023
Q1 | $553K | Buy |
+61,060
| New | +$553K | ﹤0.01% | 1399 |
|
|
2021
Q3 | – | Sell |
-11,094
| Closed | -$215K | – | 2123 |
|
|
2021
Q2 | $215K | Sell |
11,094
-1,884
| -15% | -$36.5K | ﹤0.01% | 1761 |
|
|
2021
Q1 | $300K | Sell |
12,978
-2,177
| -14% | -$50.3K | ﹤0.01% | 1769 |
|
|
2020
Q4 | $306K | Sell |
15,155
-1,323
| -8% | -$26.7K | ﹤0.01% | 1595 |
|
|
2020
Q3 | $328K | Buy |
+16,478
| New | +$328K | ﹤0.01% | 1342 |
|