IFP Advisors’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 | $86.5K | Buy |
+6,100
| New | +$86.5K | ﹤0.01% | 1717 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.66K | – | 3194 |
|
|
2024
Q4 | – | Sell |
-8
| Closed | -$154 | – | 3163 |
|
|
2024
Q3 | $154 | Sell |
8
-218
| -96% | -$4.2K | ﹤0.01% | 3216 |
|
|
2024
Q2 | $3.1K | Sell |
226
-4
| -2% | -$55 | ﹤0.01% | 2716 |
|
|
2024
Q1 | $3.35K | Buy |
230
+4
| +2% | +$58 | ﹤0.01% | 2565 |
|
|
2023
Q4 | $3.27K | Buy |
226
+1
| +0.4% | +$14 | ﹤0.01% | 2549 |
|
|
2023
Q3 | $1.84K | Sell |
225
-1,000
| -82% | -$8.18K | ﹤0.01% | 2859 |
|
|
2023
Q2 | $11K | Hold |
1,225
| – | – | ﹤0.01% | 2269 |
|
|
2023
Q1 | $26.4K | Sell |
1,225
-509
| -29% | -$10.9K | ﹤0.01% | 1899 |
|
|
2022
Q4 | $37K | Sell |
1,734
-214
| -11% | -$4.57K | ﹤0.01% | 2446 |
|
|
2022
Q3 | $41K | Buy |
1,948
+141
| +8% | +$2.97K | ﹤0.01% | 2528 |
|
|
2022
Q2 | $39K | Hold |
1,807
| – | – | ﹤0.01% | 2337 |
|
|
2022
Q1 | $39K | Buy |
1,807
+582
| +48% | +$12.6K | ﹤0.01% | 2337 |
|
|
2021
Q4 | $17K | Hold |
1,225
| – | – | ﹤0.01% | 1984 |
|
|
2021
Q3 | $20K | Hold |
1,225
| – | – | ﹤0.01% | 1931 |
|
|
2021
Q2 | $23K | Buy |
1,225
+152
| +14% | +$2.85K | ﹤0.01% | 1873 |
|
|
2021
Q1 | $24K | Sell |
1,073
-1,913
| -64% | -$42.8K | ﹤0.01% | 1770 |
|
|
2020
Q4 | $60K | Sell |
2,986
-3,846
| -56% | -$77.3K | ﹤0.01% | 1364 |
|
|
2020
Q3 | $137K | Buy |
+6,832
| New | +$137K | 0.01% | 850 |
|