JFS Wealth 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 | $156 | Sell |
11
-27
| -71% | -$383 | ﹤0.01% | 1791 |
|
|
2025
Q1 | $459 | Buy |
38
+26
| +217% | +$314 | ﹤0.01% | 1779 |
|
|
2024
Q4 | $136 | Hold |
12
| – | – | ﹤0.01% | 1871 |
|
|
2024
Q3 | $231 | Sell |
12
-1
| -8% | -$19 | ﹤0.01% | 1856 |
|
|
2024
Q2 | $179 | Hold |
13
| – | – | ﹤0.01% | 1900 |
|
|
2024
Q1 | $190 | Buy |
13
+2
| +18% | +$29 | ﹤0.01% | 1898 |
|
|
2023
Q4 | $160 | Sell |
11
-1
| -8% | -$15 | ﹤0.01% | 1923 |
|
|
2023
Q3 | $99 | Sell |
12
-1
| -8% | -$8 | ﹤0.01% | 1906 |
|
|
2023
Q2 | $117 | Sell |
13
-1
| -7% | -$9 | ﹤0.01% | 1919 |
|
|
2023
Q1 | $127 | Buy |
14
+5
| +56% | +$45 | ﹤0.01% | 1875 |
|
|
2022
Q4 | $63 | Buy |
9
+7
| +350% | +$49 | ﹤0.01% | 1908 |
|
|
2022
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1897 |
|
|
2022
Q2 | $0 | Sell |
3
-199
| -99% | – | ﹤0.01% | 1905 |
|
|
2022
Q1 | $2K | Sell |
202
-300
| -60% | -$2.97K | ﹤0.01% | 1476 |
|
|
2021
Q4 | $7K | Hold |
502
| – | – | ﹤0.01% | 745 |
|
|
2021
Q3 | $8K | Buy |
+502
| New | +$8K | ﹤0.01% | 676 |
|