Venturi Wealth Management’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-578
| Closed | -$6.51K | – | 1547 |
|
|
2024
Q4 | $6.51K | Sell |
578
-422
| -42% | -$4.75K | ﹤0.01% | 1572 |
|
|
2024
Q3 | $19.2K | Hold |
1,000
| – | – | ﹤0.01% | 1024 |
|
|
2024
Q2 | $13.7K | Buy |
1,000
+322
| +47% | +$4.41K | ﹤0.01% | 1030 |
|
|
2024
Q1 | $9.87K | Buy |
678
+130
| +24% | +$1.89K | ﹤0.01% | 938 |
|
|
2023
Q4 | $7.94K | Buy |
548
+376
| +219% | +$5.45K | ﹤0.01% | 930 |
|
|
2023
Q3 | $1.41K | Buy |
+172
| New | +$1.41K | ﹤0.01% | 1238 |
|