Wealthspire Advisors (New York)’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75,161
| Closed | -$1.09M | – | 687 |
|
|
2024
Q1 | $1.09M | Sell |
75,161
-116,239
| -61% | -$1.69M | 0.01% | 303 |
|
|
2023
Q4 | $2.77M | Sell |
191,400
-55,000
| -22% | -$796K | 0.04% | 150 |
|
|
2023
Q3 | $2.02M | Sell |
246,400
-494,000
| -67% | -$4.04M | 0.03% | 173 |
|
|
2023
Q2 | $6.63M | Hold |
740,400
| – | – | 0.11% | 84 |
|
|
2023
Q1 | $6.71M | Hold |
740,400
| – | – | 0.12% | 83 |
|
|
2022
Q4 | $5.18M | Hold |
740,400
| – | – | 0.09% | 97 |
|
|
2022
Q3 | $4.68M | Hold |
740,400
| – | – | 0.1% | 95 |
|
|
2022
Q2 | $5.45M | Buy |
740,400
+300
| +0% | +$2.21K | 0.11% | 80 |
|
|
2022
Q1 | $8.23M | Buy |
+740,100
| New | +$8.23M | 0.19% | 53 |
|