Allegheny Financial Group’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,148	Closed	-$357K	–	216
2023 Q4	$357K	Buy	1,148 +34	+3%	+$10.6K	0.11%	145
2023 Q3	$319K	Buy	+1,114	New	+$319K	0.12%	140