Creative Planning’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.44M | Buy |
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|
2025
Q4 | $9.88M | Buy |
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|
2025
Q3 | $816K | Buy |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $188K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $553K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $328K | Buy |
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