Accredited Investors’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 | $317K | Buy |
955
+73
| +8% | +$24.3K | 0.02% | 187 |
|
|
2025
Q1 | $228K | Buy |
882
+39
| +5% | +$10.1K | 0.01% | 214 |
|
|
2024
Q4 | $241K | Sell |
843
-10
| -1% | -$2.86K | 0.01% | 201 |
|
|
2024
Q3 | $229K | Buy |
853
+122
| +17% | +$32.7K | 0.01% | 208 |
|
|
2024
Q2 | $201K | Buy |
731
+3
| +0.4% | +$826 | 0.01% | 211 |
|
|
2024
Q1 | $212K | Buy |
728
+3
| +0.4% | +$874 | 0.01% | 198 |
|
|
2023
Q4 | $225K | Buy |
725
+19
| +3% | +$5.9K | 0.02% | 181 |
|
|
2023
Q3 | $202K | Buy |
706
+2
| +0.3% | +$572 | 0.02% | 182 |
|
|
2023
Q2 | $232K | Buy |
704
+3
| +0.4% | +$988 | 0.02% | 175 |
|
|
2023
Q1 | $206K | Buy |
+701
| New | +$206K | 0.02% | 181 |
|
|
2022
Q1 | – | Sell |
-685
| Closed | -$239K | – | 194 |
|
|
2021
Q4 | $239K | Buy |
685
+2
| +0.3% | +$698 | 0.02% | 161 |
|
|
2021
Q3 | $201K | Buy |
+683
| New | +$201K | 0.02% | 165 |
|