1620 Investment Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3K | Hold |
287
| – | – | 0.07% | 236 |
|
|
2025
Q1 | $74.2K | Hold |
287
| – | – | 0.06% | 252 |
|
|
2024
Q4 | $82K | Hold |
287
| – | – | 0.06% | 253 |
|
|
2024
Q3 | $77K | Sell |
287
-367
| -56% | -$98.5K | 0.06% | 257 |
|
|
2024
Q2 | $180K | Buy |
+654
| New | +$180K | 0.14% | 161 |
|
|
2023
Q2 | – | Sell |
-33,216
| Closed | -$266K | – | 149 |
|
|
2023
Q1 | $266K | Buy |
+33,216
| New | +$266K | 0.32% | 105 |
|