Legacy Capital Wealth Partners’s Rocket Lab Corp RKLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,477	Closed	-$382K	–	410
2025 Q4	$382K	Sell	5,477 -11,188	-67%	-$641K	0.08%	253
2025 Q3	$798K	Buy	16,665 +2,422	+17%	+$110K	0.17%	122
2025 Q2	$509K	Hold	14,243	–	–	0.12%	194
2025 Q1	$255K	Sell	14,243 -400	-3%	-$9.59K	0.06%	308
2024 Q4	$373K	Sell	14,643 -14,404	-50%	-$253K	0.09%	231
2024 Q3	$283K	Hold	29,047	–	–	0.06%	284
2024 Q2	$139K	Buy	+29,047	New	+$121K	0.04%	296
2024 Q1	–	Sell	-29,047	Closed	-$161K	–	286
2023 Q4	$161K	Hold	29,047	–	–	0.05%	278
2023 Q3	$127K	Buy	+29,047	New	+$177K	0.03%	276
2023 Q2	–	Sell	-29,047	Closed	-$117K	–	189
2023 Q1	$117K	Buy	+29,047	New	+$130K	0.03%	244