Wealthspire Advisors (New York)’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $6.63M | Hold |
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|
2023
Q1 | $6.71M | Hold |
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|
2022
Q4 | $5.18M | Hold |
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|
2022
Q3 | $4.68M | Hold |
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|
2022
Q2 | $5.45M | Buy |
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|
2022
Q1 | $8.23M | Buy |
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