Wedmont Private Capital’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
Sell
-14,320
Closed -$170K 764
2025
Q1
$170K Buy
+14,320
New +$170K 0.01% 671
2024
Q4
Sell
-15,937
Closed -$279K 730
2024
Q3
$279K Buy
15,937
+1,305
+9% +$22.9K 0.02% 534
2024
Q2
$210K Buy
14,632
+3,718
+34% +$53.3K 0.01% 602
2024
Q1
$154K Buy
+10,914
New +$154K 0.01% 583