Patriot Financial Group Insurance Agency’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 | $341K | Buy |
+24,032
| New | +$341K | 0.04% | 380 |
|
|
2025
Q1 | – | Sell |
-21,513
| Closed | -$242K | – | 515 |
|
|
2024
Q4 | $242K | Buy |
21,513
+7,635
| +55% | +$86K | 0.03% | 413 |
|
|
2024
Q3 | $266K | Sell |
13,878
-7,077
| -34% | -$136K | 0.04% | 412 |
|
|
2024
Q2 | $287K | Buy |
20,955
+10,515
| +101% | +$144K | 0.04% | 383 |
|
|
2024
Q1 | $152K | Buy |
+10,440
| New | +$152K | 0.02% | 457 |
|
|
2023
Q2 | – | Sell |
-10,578
| Closed | -$95.8K | – | 479 |
|
|
2023
Q1 | $95.8K | Sell |
10,578
-904
| -8% | -$8.19K | 0.02% | 440 |
|
|
2022
Q4 | $80.4K | Sell |
11,482
-1,777
| -13% | -$12.4K | 0.01% | 409 |
|
|
2022
Q3 | $84K | Buy |
13,259
+416
| +3% | +$2.64K | 0.02% | 384 |
|
|
2022
Q2 | $95K | Buy |
12,843
+245
| +2% | +$1.81K | 0.02% | 562 |
|
|
2022
Q1 | $140K | Sell |
12,598
-7,319
| -37% | -$81.3K | 0.02% | 488 |
|
|
2021
Q4 | $279K | Buy |
19,917
+16,277
| +447% | +$228K | 0.05% | 374 |
|
|
2021
Q3 | $58K | Buy |
3,640
+1,920
| +112% | +$30.6K | 0.01% | 824 |
|
|
2021
Q2 | $33K | Buy |
1,720
+1,662
| +2,866% | +$31.9K | 0.01% | 989 |
|
|
2021
Q1 | $1K | Sell |
58
-221
| -79% | -$3.81K | ﹤0.01% | 1918 |
|
|
2020
Q4 | $6K | Sell |
279
-65
| -19% | -$1.4K | ﹤0.01% | 1387 |
|
|
2020
Q3 | $7K | Buy |
+344
| New | +$7K | ﹤0.01% | 1147 |
|