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