UBS AM’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 | $44.4M | Buy |
3,129,441
+2,758,822
| +744% | +$39.1M | 0.01% | 735 |
|
|
2025
Q1 | $4.47M | Buy |
370,619
+40,326
| +12% | +$487K | ﹤0.01% | 1628 |
|
|
2024
Q4 | $3.72M | Buy |
330,293
+46,856
| +17% | +$528K | ﹤0.01% | 1755 |
|
|
2024
Q3 | $5.44M | Buy |
283,437
+7,824
| +3% | +$150K | ﹤0.01% | 1527 |
|
|
2024
Q2 | $3.78M | Buy |
275,613
+118,117
| +75% | +$1.62M | ﹤0.01% | 1649 |
|
|
2024
Q1 | $2.29M | Buy |
157,496
+40,919
| +35% | +$595K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $1.69M | Buy |
116,577
+7,873
| +7% | +$114K | ﹤0.01% | 1775 |
|
|
2023
Q3 | $889K | Sell |
108,704
-1,056
| -1% | -$8.64K | ﹤0.01% | 2019 |
|
|
2023
Q2 | $994K | Hold |
109,760
| – | – | ﹤0.01% | 2011 |
|
|
2023
Q1 | $994K | Sell |
109,760
-34,820
| -24% | -$315K | ﹤0.01% | 2011 |
|
|
2022
Q4 | $1.01M | Sell |
144,580
-28,200
| -16% | -$197K | ﹤0.01% | 1851 |
|
|
2022
Q3 | $1.09M | Sell |
172,780
-7,009
| -4% | -$44.3K | ﹤0.01% | 1912 |
|
|
2022
Q2 | $1.32M | Sell |
179,789
-6,130
| -3% | -$45.1K | ﹤0.01% | 1818 |
|
|
2022
Q1 | $2.07M | Sell |
185,919
-29,506
| -14% | -$328K | ﹤0.01% | 1781 |
|
|
2021
Q4 | $3.02M | Sell |
215,425
-7,375
| -3% | -$103K | ﹤0.01% | 1672 |
|
|
2021
Q3 | $3.57M | Sell |
222,800
-7,538
| -3% | -$121K | ﹤0.01% | 1524 |
|
|
2021
Q2 | $4.46M | Sell |
230,338
-534,929
| -70% | -$10.4M | ﹤0.01% | 1429 |
|
|
2021
Q1 | $17.7M | Buy |
765,267
+534,731
| +232% | +$12.3M | 0.01% | 894 |
|
|
2020
Q4 | $4.66M | Buy |
230,536
+194,958
| +548% | +$3.94M | ﹤0.01% | 1322 |
|
|
2020
Q3 | $709K | Buy |
+35,578
| New | +$709K | ﹤0.01% | 1975 |
|