Wealth Enhancement Advisory Services’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 | $158K | Buy |
11,106
+711
| +7% | +$10.1K | ﹤0.01% | 3031 |
|
|
2025
Q1 | $125K | Buy |
+10,395
| New | +$125K | ﹤0.01% | 2695 |
|
|
2024
Q4 | – | Sell |
-22,566
| Closed | -$433K | – | 2968 |
|
|
2024
Q3 | $433K | Buy |
22,566
+2,766
| +14% | +$53.1K | ﹤0.01% | 1902 |
|
|
2024
Q2 | $271K | Buy |
19,800
+4,250
| +27% | +$58.2K | ﹤0.01% | 2050 |
|
|
2024
Q1 | $226K | Sell |
15,550
-5,235
| -25% | -$76.2K | ﹤0.01% | 2112 |
|
|
2023
Q4 | $301K | Buy |
+20,785
| New | +$301K | ﹤0.01% | 1805 |
|