Lakeshore Financial Planning’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 | $262K | Buy |
18,497
+7,894
| +74% | +$112K | 0.11% | 60 |
|
|
2025
Q1 | $128K | Sell |
10,603
-3,393
| -24% | -$41K | 0.05% | 77 |
|
|
2024
Q4 | $158K | Buy |
13,996
+2,500
| +22% | +$28.2K | 0.07% | 77 |
|
|
2024
Q3 | $221K | Sell |
11,496
-2,000
| -15% | -$38.4K | 0.1% | 68 |
|
|
2024
Q2 | $185K | Buy |
13,496
+1,000
| +8% | +$13.7K | 0.09% | 67 |
|
|
2024
Q1 | $182K | Buy |
+12,496
| New | +$182K | 0.09% | 67 |
|