Nisa Investment 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 | $565K | Sell |
39,850
-38,250
| -49% | -$542K | ﹤0.01% | 963 |
|
|
2025
Q1 | $1.01M | Buy |
78,100
+25,000
| +47% | +$322K | 0.01% | 815 |
|
|
2024
Q4 | $598K | Hold |
53,100
| – | – | ﹤0.01% | 1012 |
|
|
2024
Q3 | $1.02M | Hold |
53,100
| – | – | 0.01% | 848 |
|
|
2024
Q2 | $727K | Sell |
53,100
-8,100
| -13% | -$111K | ﹤0.01% | 960 |
|
|
2024
Q1 | $890K | Hold |
61,200
| – | – | 0.01% | 902 |
|
|
2023
Q4 | $886K | Buy |
+61,200
| New | +$886K | 0.01% | 883 |
|
|
2022
Q2 | – | Sell |
-27,510
| Closed | -$306K | – | 2491 |
|
|
2022
Q1 | $306K | Buy |
+27,510
| New | +$306K | ﹤0.01% | 1226 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$80 | – | 2308 |
|
|
2021
Q3 | $80 | Buy |
5,000
+4,700
| +1,567% | +$75 | ﹤0.01% | 1796 |
|
|
2021
Q2 | $6 | Sell |
300
-11,400
| -97% | -$228 | ﹤0.01% | 2270 |
|
|
2021
Q1 | $270 | Buy |
+11,700
| New | +$270 | ﹤0.01% | 1382 |
|