Advisornet Financial’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
$165K Sell
498
-211
-30% -$70.1K 0.01% 616
2025
Q1
$183K Sell
709
-182
-20% -$47K 0.01% 568
2024
Q4
$255K Sell
891
-247
-22% -$70.6K 0.02% 453
2024
Q3
$306K Buy
1,138
+292
+35% +$78.4K 0.02% 434
2024
Q2
$233K Sell
846
-80
-9% -$22K 0.02% 448
2024
Q1
$270K Sell
926
-37
-4% -$10.8K 0.03% 414
2023
Q4
$299K Sell
963
-8
-0.8% -$2.48K 0.03% 404
2023
Q3
$278K Sell
971
-21
-2% -$6K 0.03% 392
2023
Q2
$327K Buy
992
+26
+3% +$8.57K 0.03% 381
2023
Q1
$283K Buy
966
+58
+6% +$17K 0.03% 400
2022
Q4
$234K Buy
908
+206
+29% +$53K 0.02% 444
2022
Q3
$151K Buy
702
+202
+40% +$43.5K 0.02% 560
2022
Q2
$100K Sell
500
-562
-53% -$112K 0.01% 661
2022
Q1
$298K Sell
1,062
-396
-27% -$111K 0.02% 465
2021
Q4
$508K Buy
1,458
+52
+4% +$18.1K 0.03% 401
2021
Q3
$414K Sell
1,406
-1,108
-44% -$326K 0.03% 403
2021
Q2
$719K Buy
2,514
+150
+6% +$42.9K 0.05% 317
2021
Q1
$628K Buy
2,364
+8
+0.3% +$2.13K 0.04% 326
2020
Q4
$591K Sell
2,356
-55
-2% -$13.8K 0.05% 309
2020
Q3
$532K Buy
2,411
+131
+6% +$28.9K 0.05% 329
2020
Q2
$486K Buy
2,280
+1,021
+81% +$218K 0.04% 345
2020
Q1
$190K Buy
1,259
+181
+17% +$27.3K 0.02% 476
2019
Q4
$218K Sell
1,078
-462
-30% -$93.4K 0.02% 484
2019
Q3
$254K Buy
1,540
+823
+115% +$136K 0.02% 448
2019
Q2
$117K Buy
717
+257
+56% +$41.9K 0.01% 560
2019
Q1
$81K Sell
460
-84
-15% -$14.8K 0.01% 608
2018
Q4
$82K Sell
544
-170
-24% -$25.6K 0.01% 569
2018
Q3
$134K Buy
714
+44
+7% +$8.26K 0.02% 489
2018
Q2
$111K Buy
670
+485
+262% +$80.4K 0.02% 501
2018
Q1
$32K Hold
185
﹤0.01% 816
2017
Q4
$36K Buy
+185
New +$36K 0.01% 730