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 |
|