SFS
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Sowell Financial Services’s Rocket Companies RKT Stock Holding History

Sowell Financial Services’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,298
Closed -$219K – 546
2021
Q2 		$219K Buy
11,298
+10,131
+868% +$205K 0.01% 505
2021
Q1 		$22K Sell
1,167
-6,538
-85% -$146K ﹤0.01% 2030
2020
Q4 		$156K Buy
7,705
+5,463
+244% +$115K 0.01% 954
2020
Q3 		$45K Buy
+2,242
New +$52.3K ﹤0.01% 1258

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Vanguard Group
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BlackRock
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State Street
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TCMX
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MVP
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return