NewEdge 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 | $2.13K | Hold |
150
| – | – | ﹤0.01% | 3610 |
|
|
2025
Q1 | $1.81K | Hold |
150
| – | – | ﹤0.01% | 3531 |
|
|
2024
Q4 | $1.69K | Hold |
150
| – | – | ﹤0.01% | 3478 |
|
|
2024
Q3 | $2.88K | Buy |
+150
| New | +$2.88K | ﹤0.01% | 3315 |
|
|
2023
Q1 | – | Sell |
-537
| Closed | -$3.76K | – | 3997 |
|
|
2022
Q4 | $3.76K | Buy |
+537
| New | +$3.76K | ﹤0.01% | 2680 |
|
|
2021
Q1 | – | Sell |
-22,610
| Closed | -$457K | – | 1100 |
|
|
2020
Q4 | $457K | Buy |
22,610
+700
| +3% | +$14.1K | 0.02% | 644 |
|
|
2020
Q3 | $437K | Buy |
+21,910
| New | +$437K | 0.02% | 612 |
|