JVBC
J.V. Bruni & Co’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3M | Buy |
1,854,871
+8,783
| +0.5% | +$125K | 2.77% | 19 |
|
|
2025
Q1 | $22.3M | Sell |
1,846,088
-13,972
| -0.8% | -$169K | 2.59% | 20 |
|
|
2024
Q4 | $20.9M | Buy |
1,860,060
+324,976
| +21% | +$3.66M | 2.37% | 21 |
|
|
2024
Q3 | $29.5M | Sell |
1,535,084
-96,292
| -6% | -$1.85M | 3.28% | 15 |
|
|
2024
Q2 | $22.3M | Sell |
1,631,376
-11,571
| -0.7% | -$159K | 2.78% | 19 |
|
|
2024
Q1 | $23.9M | Sell |
1,642,947
-22,788
| -1% | -$332K | 2.84% | 20 |
|
|
2023
Q4 | $24.1M | Sell |
1,665,735
-6,242
| -0.4% | -$90.4K | 2.99% | 18 |
|
|
2023
Q3 | $13.7M | Sell |
1,671,977
-527
| -0% | -$4.31K | 1.92% | 23 |
|
|
2023
Q2 | $15M | Sell |
1,672,504
-3,392
| -0.2% | -$30.4K | 1.99% | 22 |
|
|
2023
Q1 | $15.2M | Sell |
1,675,896
-1,560
| -0.1% | -$14.1K | 2.1% | 22 |
|
|
2022
Q4 | $11.7M | Buy |
1,677,456
+20,648
| +1% | +$145K | 1.65% | 21 |
|
|
2022
Q3 | $10.5M | Buy |
1,656,808
+6,668
| +0.4% | +$42.1K | 1.64% | 23 |
|
|
2022
Q2 | $12.1M | Buy |
1,650,140
+492,836
| +43% | +$3.63M | 1.82% | 20 |
|
|
2022
Q1 | $12.9M | Buy |
1,157,304
+303,940
| +36% | +$3.38M | 1.62% | 22 |
|
|
2021
Q4 | $11.9M | Buy |
+853,364
| New | +$11.9M | 1.47% | 23 |
|