Kovitz Investment Group Partners’s Rocket Companies RKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-16,308
Closed -$148K 429
2023
Q1
$148K Sell
16,308
-586
-3% -$5.32K ﹤0.01% 407
2022
Q4
$118K Sell
16,894
-295
-2% -$2.06K ﹤0.01% 383
2022
Q3
$109K Sell
17,189
-119
-0.7% -$755 ﹤0.01% 383
2022
Q2
$127K Buy
+17,308
New +$127K ﹤0.01% 399