Mercer Global Advisors’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 | $3.15M | Buy |
222,165
+133,687
| +151% | +$1.9M | 0.01% | 691 |
|
2025
Q1 | $1.07M | Sell |
88,478
-120,191
| -58% | -$1.45M | ﹤0.01% | 1108 |
|
2024
Q4 | $2.35M | Sell |
208,669
-32,059
| -13% | -$361K | 0.01% | 770 |
|
2024
Q3 | $4.64M | Buy |
240,728
+14,680
| +6% | +$283K | 0.01% | 518 |
|
2024
Q2 | $3.24M | Sell |
226,048
-165
| -0.1% | -$2.36K | 0.01% | 561 |
|
2024
Q1 | $3.29M | Sell |
226,213
-247,499
| -52% | -$3.6M | 0.01% | 576 |
|
2023
Q4 | $6.86M | Sell |
473,712
-103,417
| -18% | -$1.5M | 0.02% | 385 |
|
2023
Q3 | $4.72M | Sell |
577,129
-210,212
| -27% | -$1.72M | 0.02% | 454 |
|
2023
Q2 | $7.06M | Buy |
787,341
+84,723
| +12% | +$759K | 0.03% | 365 |
|
2023
Q1 | $6.37M | Sell |
702,618
-28,045
| -4% | -$254K | 0.03% | 372 |
|
2022
Q4 | $5.12M | Buy |
730,663
+340,646
| +87% | +$2.38M | 0.03% | 423 |
|
2022
Q3 | $2.47M | Buy |
390,017
+147,682
| +61% | +$933K | 0.01% | 578 |
|
2022
Q2 | $1.78M | Buy |
242,335
+18,013
| +8% | +$133K | 0.01% | 641 |
|
2022
Q1 | $2.49M | Buy |
224,322
+114,203
| +104% | +$1.27M | 0.01% | 588 |
|
2021
Q4 | $1.54M | Buy |
110,119
+82,994
| +306% | +$1.16M | 0.01% | 717 |
|
2021
Q3 | $435K | Buy |
+27,125
| New | +$435K | ﹤0.01% | 1239 |
|