Principal Financial Group’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 | $16.8M | Buy |
+1,186,568
| New | +$16.8M | 0.01% | 942 |
|
|
2024
Q3 | – | Sell |
-10,292
| Closed | -$141K | – | 2378 |
|
|
2024
Q2 | $141K | Sell |
10,292
-32
| -0.3% | -$438 | ﹤0.01% | 2187 |
|
|
2024
Q1 | $150K | Buy |
+10,324
| New | +$150K | ﹤0.01% | 2219 |
|
|
2023
Q4 | – | Sell |
-19,363
| Closed | -$158K | – | 2450 |
|
|
2023
Q3 | $158K | Buy |
19,363
+1,033
| +6% | +$8.45K | ﹤0.01% | 2202 |
|
|
2023
Q2 | $164K | Buy |
18,330
+86
| +0.5% | +$771 | ﹤0.01% | 2214 |
|
|
2023
Q1 | $165K | Sell |
18,244
-17
| -0.1% | -$154 | ﹤0.01% | 2216 |
|
|
2022
Q4 | $128K | Sell |
18,261
-114
| -0.6% | -$798 | ﹤0.01% | 2264 |
|
|
2022
Q3 | $116K | Sell |
18,375
-914
| -5% | -$5.77K | ﹤0.01% | 2308 |
|
|
2022
Q2 | $142K | Buy |
19,289
+5,537
| +40% | +$40.8K | ﹤0.01% | 2346 |
|
|
2022
Q1 | $153K | Sell |
13,752
-1,332
| -9% | -$14.8K | ﹤0.01% | 2379 |
|
|
2021
Q4 | $211K | Buy |
15,084
+556
| +4% | +$7.78K | ﹤0.01% | 2349 |
|
|
2021
Q3 | $233K | Sell |
14,528
-206
| -1% | -$3.3K | ﹤0.01% | 2388 |
|
|
2021
Q2 | $285K | Buy |
+14,734
| New | +$285K | ﹤0.01% | 2378 |
|