Wealthcare Advisory 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 | $713K | Buy |
50,291
+21,711
| +76% | +$308K | 0.02% | 553 |
|
|
2025
Q1 | $345K | Buy |
28,580
+72
| +0.3% | +$869 | 0.01% | 697 |
|
|
2024
Q4 | $321K | Buy |
28,508
+12,230
| +75% | +$138K | 0.01% | 690 |
|
|
2024
Q3 | $312K | Buy |
16,278
+6,044
| +59% | +$116K | 0.01% | 712 |
|
|
2024
Q2 | $140K | Sell |
10,234
-142
| -1% | -$1.95K | ﹤0.01% | 806 |
|
|
2024
Q1 | $151K | Sell |
10,376
-8,076
| -44% | -$118K | 0.01% | 780 |
|
|
2023
Q4 | $267K | Sell |
18,452
-3,051
| -14% | -$44.2K | 0.01% | 639 |
|
|
2023
Q3 | $176K | Buy |
21,503
+3,763
| +21% | +$30.8K | 0.01% | 663 |
|
|
2023
Q2 | $159K | Buy |
+17,740
| New | +$159K | 0.01% | 691 |
|
|
2023
Q1 | – | Sell |
-14,012
| Closed | -$98.1K | – | 735 |
|
|
2022
Q4 | $98.1K | Hold |
14,012
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $89K | Sell |
14,012
-461
| -3% | -$2.93K | 0.01% | 591 |
|
|
2022
Q2 | $107K | Buy |
14,473
+461
| +3% | +$3.41K | 0.01% | 548 |
|
|
2022
Q1 | $156K | Buy |
+14,012
| New | +$156K | 0.01% | 528 |
|