EverSource Wealth Advisors’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Sell |
832
-322
| -28% | -$4.57K | ﹤0.01% | 2689 |
|
|
2025
Q1 | $13.9K | Sell |
1,154
-65
| -5% | -$785 | ﹤0.01% | 1905 |
|
|
2024
Q4 | $13.7K | Buy |
1,219
+1,191
| +4,254% | +$13.4K | ﹤0.01% | 1840 |
|
|
2024
Q3 | $537 | Hold |
28
| – | – | ﹤0.01% | 2859 |
|
|
2024
Q2 | $453 | Buy |
28
+17
| +155% | +$275 | ﹤0.01% | 2915 |
|
|
2024
Q1 | $135 | Buy |
+11
| New | +$135 | ﹤0.01% | 2815 |
|
|
2022
Q1 | – | Sell |
-120
| Closed | -$2K | – | 1825 |
|
|
2021
Q4 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 1610 |
|