Keebeck Wealth Management’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 | $727K | Sell |
51,259
-11,041
| -18% | -$157K | 0.1% | 155 |
|
2025
Q1 | $752K | Hold |
62,300
| – | – | 0.11% | 145 |
|
2024
Q4 | $701K | Hold |
62,300
| – | – | 0.1% | 145 |
|
2024
Q3 | $1.2M | Sell |
62,300
-15,000
| -19% | -$288K | 0.17% | 121 |
|
2024
Q2 | $1.06M | Hold |
77,300
| – | – | 0.16% | 130 |
|
2024
Q1 | $1.12M | Sell |
77,300
-5,800
| -7% | -$84.4K | 0.17% | 132 |
|
2023
Q4 | $1.2M | Buy |
83,100
+1,100
| +1% | +$15.9K | 0.2% | 120 |
|
2023
Q3 | $671K | Hold |
82,000
| – | – | 0.12% | 144 |
|
2023
Q2 | $735K | Sell |
82,000
-1,000
| -1% | -$8.96K | 0.1% | 146 |
|
2023
Q1 | $752K | Buy |
83,000
+43,000
| +108% | +$390K | 0.12% | 130 |
|
2022
Q4 | $280K | Buy |
+40,000
| New | +$280K | 0.05% | 204 |
|