Kestra Private Wealth Services’s Rocket Companies RKT Stock Holding History

Kestra Private Wealth Services’s Portfolio RKT Stock Details RKT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2M	Buy
2025 Q2	$556K	Buy
2025 Q1	$310K	Buy
2021 Q1	–	Sell
2020 Q4	$805K	Buy
2020 Q3	$589K	Buy