Global Retirement Partners’s Rocket Companies RKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.54M	Buy	79,659 +5,565	+8%	+$99.5K	0.03%	515
2025 Q3	$1.44M	Sell	74,094 -4,415	-6%	-$77K	0.03%	435
2025 Q2	$1.11M	Buy	+78,509	New	+$1.02M	0.03%	483
2024 Q4	$957K	Buy	84,992 +16,885	+25%	+$251K	0.03%	461
2024 Q3	$1.31M	Sell	68,107 -1,900	-3%	-$33.3K	0.04%	374
2024 Q2	$959K	Sell	70,007 -1,473	-2%	-$19.9K	0.03%	432
2024 Q1	$1.04M	Buy	71,480 +650	+0.9%	+$8.07K	0.04%	355
2023 Q4	$848K	Buy	70,830 +4,917	+7%	+$47.1K	0.04%	373
2023 Q3	$502K	Buy	65,913 +5,525	+9%	+$55.9K	0.03%	437
2023 Q2	$541K	Buy	60,388 +1,411	+2%	+$12.3K	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%	+$111K	0.04%	367
2022 Q2	$436K	Buy	59,297 +5,500	+10%	+$47.5K	0.04%	376
2022 Q1	$471K	Buy	+53,797	New	+$666K	0.04%	367
2021 Q4	–	Sell	-33,815	Closed	-$542K	–	1454
2021 Q3	$542K	Buy	33,815 +14,975	+79%	+$262K	0.05%	294
2021 Q2	$365K	Buy	18,840 +6,499	+53%	+$132K	0.04%	351
2021 Q1	$285K	Buy	12,341 +10,107	+452%	+$226K	0.03%	352
2020 Q4	$45K	Sell	2,234 -910	-29%	-$19.2K	0.01%	763
2020 Q3	$63K	Buy	+3,144	New	+$73.3K	0.01%	584