Kestra Private Wealth Services’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	$556K	Buy	39,223 +13,553	+53%	+$192K	0.01%	979
2025 Q1	$310K	Buy	+25,670	New	+$310K	0.01%	1182
2021 Q1	–	Sell	-38,045	Closed	-$805K	–	839
2020 Q4	$805K	Buy	38,045 +8,510	+29%	+$180K	0.06%	322
2020 Q3	$589K	Buy	+29,535	New	+$589K	0.05%	348