Allworth Financial’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $940K | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $685K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $218K | Buy |
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|
2019
Q1 | $173K | Sell |
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|
2018
Q4 | $200K | Hold |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $530K | Hold |
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|
2017
Q3 | $481K | Hold |
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|
2017
Q2 | $437K | Hold |
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|
2017
Q1 | $420K | Hold |
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|
2016
Q4 | $362K | Hold |
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|
2016
Q3 | $330K | Buy |
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|
2016
Q2 | $153K | Hold |
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|
2016
Q1 | $151K | Hold |
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|
2015
Q4 | $136K | Hold |
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|
2015
Q3 | $135K | Buy |
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|
2015
Q2 | $129K | Hold |
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|
2015
Q1 | $120K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $440K | Buy |
|