Stratos Wealth Partners’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 | $595K | Buy |
41,944
+17,227
| +70% | +$244K | 0.01% | 863 |
|
|
2025
Q1 | $298K | Buy |
24,717
+8,463
| +52% | +$102K | ﹤0.01% | 1099 |
|
|
2024
Q4 | $183K | Sell |
16,254
-2,000
| -11% | -$22.5K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $350K | Buy |
+18,254
| New | +$350K | 0.01% | 1074 |
|
|
2023
Q3 | – | Sell |
-15,264
| Closed | -$137K | – | 1322 |
|
|
2023
Q2 | $137K | Sell |
15,264
-2,566
| -14% | -$23K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $162K | Buy |
17,830
+5,335
| +43% | +$48.3K | ﹤0.01% | 1054 |
|
|
2022
Q4 | $87.5K | Sell |
12,495
-5,535
| -31% | -$38.7K | ﹤0.01% | 1098 |
|
|
2022
Q3 | $114K | Sell |
18,030
-400
| -2% | -$2.53K | ﹤0.01% | 1071 |
|
|
2022
Q2 | $136K | Sell |
18,430
-249
| -1% | -$1.84K | ﹤0.01% | 1118 |
|
|
2022
Q1 | $208K | Sell |
18,679
-577
| -3% | -$6.43K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $270K | Sell |
19,256
-3,455
| -15% | -$48.4K | 0.01% | 1037 |
|
|
2021
Q3 | $364K | Buy |
22,711
+5,037
| +28% | +$80.7K | 0.01% | 880 |
|
|
2021
Q2 | $342K | Buy |
17,674
+7,472
| +73% | +$145K | 0.01% | 917 |
|
|
2021
Q1 | $236K | Sell |
10,202
-6,807
| -40% | -$157K | 0.01% | 973 |
|
|
2020
Q4 | $344K | Buy |
+17,009
| New | +$344K | 0.01% | 801 |
|