HCR Wealth Advisors’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
Q3 | $1.26M | Buy |
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|
2025
Q2 | $939K | Sell |
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|
2025
Q1 | $801K | Sell |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $692K | Sell |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $571K | Sell |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $4.31M | Buy |
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|
2020
Q4 | $1.16M | Buy |
|