Global Retirement Partners’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
$1.11M Buy
+78,509
New +$1.11M 0.03% 483
2024
Q4
$957K Buy
84,992
+16,885
+25% +$190K 0.03% 461
2024
Q3
$1.31M Sell
68,107
-1,900
-3% -$36.5K 0.04% 374
2024
Q2
$959K Sell
70,007
-1,473
-2% -$20.2K 0.03% 432
2024
Q1
$1.04M Buy
71,480
+650
+0.9% +$9.46K 0.04% 355
2023
Q4
$848K Buy
70,830
+4,917
+7% +$58.9K 0.04% 373
2023
Q3
$502K Buy
65,913
+5,525
+9% +$42.1K 0.03% 437
2023
Q2
$541K Buy
60,388
+1,411
+2% +$12.6K 0.03% 431
2023
Q1
$510K Sell
58,977
-13,050
-18% -$113K 0.03% 429
2022
Q4
$504K Hold
72,027
0.03% 371
2022
Q3
$497K Buy
72,027
+12,730
+21% +$87.8K 0.04% 367
2022
Q2
$436K Buy
59,297
+5,500
+10% +$40.4K 0.04% 376
2022
Q1
$471K Buy
+53,797
New +$471K 0.04% 367
2021
Q4
Sell
-33,815
Closed -$542K 1454
2021
Q3
$542K Buy
33,815
+14,975
+79% +$240K 0.05% 294
2021
Q2
$365K Buy
18,840
+6,499
+53% +$126K 0.04% 351
2021
Q1
$285K Buy
12,341
+10,107
+452% +$233K 0.03% 352
2020
Q4
$45K Sell
2,234
-910
-29% -$18.3K 0.01% 763
2020
Q3
$63K Buy
+3,144
New +$63K 0.01% 584