Sequoia Financial Advisors’s Rocket Companies RKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2021
Q3
Sell
2021
Q2
$313K Buy
2021
Q1
$367K Sell
2020
Q4
$327K Hold
2020
Q3
$322K Buy