Steward Partners Investment Advisory’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 | $304K | Buy |
21,460
+19,779
| +1,177% | +$280K | ﹤0.01% | 1548 |
|
|
2025
Q1 | $20.3K | Sell |
1,681
-999
| -37% | -$12.1K | ﹤0.01% | 2801 |
|
|
2024
Q4 | $30.2K | Sell |
2,680
-250
| -9% | -$2.82K | ﹤0.01% | 2585 |
|
|
2024
Q3 | $56.2K | Hold |
2,930
| – | – | ﹤0.01% | 2174 |
|
|
2024
Q2 | $40.1K | Buy |
2,930
+1,000
| +52% | +$13.7K | ﹤0.01% | 2206 |
|
|
2024
Q1 | $28.1K | Buy |
1,930
+1,000
| +108% | +$14.6K | ﹤0.01% | 2369 |
|
|
2023
Q4 | $13.5K | Hold |
930
| – | – | ﹤0.01% | 2572 |
|
|
2023
Q3 | $7.61K | Hold |
930
| – | – | ﹤0.01% | 2684 |
|
|
2023
Q2 | $8.33K | Hold |
930
| – | – | ﹤0.01% | 2628 |
|
|
2023
Q1 | $8.43K | Hold |
930
| – | – | ﹤0.01% | 2602 |
|
|
2022
Q4 | $6.51K | Hold |
930
| – | – | ﹤0.01% | 2680 |
|
|
2022
Q3 | $6K | Sell |
930
-16
| -2% | -$103 | ﹤0.01% | 2720 |
|
|
2022
Q2 | $7K | Sell |
946
-36
| -4% | -$266 | ﹤0.01% | 2653 |
|
|
2022
Q1 | $11K | Sell |
982
-1,058
| -52% | -$11.9K | ﹤0.01% | 2632 |
|
|
2021
Q4 | $29K | Sell |
2,040
-1,234
| -38% | -$17.5K | ﹤0.01% | 2168 |
|
|
2021
Q3 | $53K | Buy |
3,274
+2,508
| +327% | +$40.6K | ﹤0.01% | 1863 |
|
|
2021
Q2 | $15K | Sell |
766
-203
| -21% | -$3.98K | ﹤0.01% | 5506 |
|
|
2021
Q1 | $22.4K | Sell |
969
-1,906
| -66% | -$44K | ﹤0.01% | 2418 |
|
|
2020
Q4 | $58K | Buy |
2,875
+1,945
| +209% | +$39.2K | ﹤0.01% | 1600 |
|
|
2020
Q3 | $19K | Buy |
+930
| New | +$19K | ﹤0.01% | 1916 |
|