Kestra Advisory Services’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,443
| Closed | -$94.1K | – | 2276 |
|
|
2022
Q4 | $94.1K | Buy |
+13,443
| New | +$94.1K | ﹤0.01% | 2146 |
|
|
2022
Q3 | – | Sell |
-13,571
| Closed | -$100K | – | 2217 |
|
|
2022
Q2 | $100K | Buy |
+13,571
| New | +$100K | ﹤0.01% | 1993 |
|
|
2021
Q4 | – | Sell |
-11,405
| Closed | -$183K | – | 2165 |
|
|
2021
Q3 | $183K | Sell |
11,405
-1,480
| -11% | -$23.7K | ﹤0.01% | 1988 |
|
|
2021
Q2 | $249K | Buy |
12,885
+3,006
| +30% | +$58.1K | ﹤0.01% | 1700 |
|
|
2021
Q1 | $228K | Sell |
9,879
-22,145
| -69% | -$511K | ﹤0.01% | 1644 |
|
|
2020
Q4 | $678K | Buy |
32,024
+6,311
| +25% | +$134K | 0.01% | 1053 |
|
|
2020
Q3 | $522K | Buy |
+25,713
| New | +$522K | 0.01% | 868 |
|