Integrated Investment Consultants’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	–	Sell	-13,029	Closed	-$253K	–	327
2025 Q3	$253K	Buy	+13,029	New	+$227K	0.04%	281
2024 Q3	–	Sell	-55,753	Closed	-$811K	–	377
2024 Q2	$811K	Hold	55,753	–	–	0.22%	71
2024 Q1	$811K	Buy	55,753 +100	+0.2%	+$1.24K	0.22%	71
2023 Q4	$806K	Hold	55,653	–	–	0.25%	69
2023 Q3	$455K	Hold	55,653	–	–	0.17%	113
2023 Q2	$499K	Buy	55,653 +1,200	+2%	+$10.4K	0.16%	109
2023 Q1	$493K	Buy	54,453 +651	+1%	+$5.61K	0.16%	106
2022 Q4	$377K	Hold	53,802	–	–	0.13%	129
2022 Q3	$340K	Hold	53,802	–	–	0.14%	126
2022 Q2	$396K	Hold	53,802	–	–	0.14%	109
2022 Q1	$598K	Hold	53,802	–	–	0.17%	106
2021 Q4	$753K	Buy	+53,802	New	+$857K	0.2%	87