A detailed history of Lakeshore Financial Planning, Inc. transactions in Rocket Companies, Inc. stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 10,603 shares of RKT stock, worth $132,749. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,603
Previous 13,996 24.24%
Holding current value
$132,749
Previous $158 Million 18.79%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

SELL
$10.28 - $15.77 $34,880 - $53,507
-3,393 Reduced 24.24%
10,603 $128 Million
Q4 2024

Feb 11, 2025

BUY
$11.03 - $19.27 $27,575 - $48,175
2,500 Added 21.75%
13,996 $158 Million
Q3 2024

Oct 31, 2024

SELL
$13.16 - $20.81 $26,320 - $41,620
-2,000 Reduced 14.82%
11,496 $221 Million
Q2 2024

Jul 25, 2024

BUY
$11.38 - $14.89 $11,380 - $14,890
1,000 Added 8.0%
13,496 $185 Million
Q1 2024

May 10, 2024

BUY
$10.98 - $14.57 $137,206 - $182,066
12,496 New
12,496 $182 Million

Others Institutions Holding RKT

About Rocket Companies, Inc.


  • Ticker RKT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 138,400,000
  • Market Cap $1.73B
  • Description
  • Rocket Companies, Inc. engages in the tech-driven real estate, mortgage, and e-Commerce businesses in the United States and Canada. It operates through two segments, Direct to Consumer and Partner Network. The company's solutions include Rocket Mortgage, a mortgage lender; Amrock that provides title insurance, property valuation, and settlement ...
More about RKT
Track This Portfolio

Track Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.