Ancora 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 | $2.66M | Buy |
8,007
+366
| +5% | +$122K | 0.06% | 249 |
|
|
2025
Q1 | $1.97M | Sell |
7,641
-33
| -0.4% | -$8.53K | 0.04% | 273 |
|
|
2024
Q4 | $2.19M | Buy |
7,674
+1,385
| +22% | +$396K | 0.05% | 266 |
|
|
2024
Q3 | $1.69M | Buy |
6,289
+4,959
| +373% | +$1.33M | 0.04% | 297 |
|
|
2024
Q2 | $366K | Buy |
1,330
+402
| +43% | +$111K | 0.01% | 540 |
|
|
2024
Q1 | $270K | Buy |
928
+585
| +171% | +$170K | 0.01% | 600 |
|
|
2023
Q4 | $106K | Buy |
343
+281
| +453% | +$87.2K | ﹤0.01% | 758 |
|
|
2023
Q3 | $17.7K | Hold |
62
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q2 | $20.4K | Hold |
62
| – | – | ﹤0.01% | 1104 |
|
|
2023
Q1 | $18.2K | Sell |
62
-2
| -3% | -$587 | ﹤0.01% | 1125 |
|
|
2022
Q4 | $17K | Buy |
64
+2
| +3% | +$531 | ﹤0.01% | 1196 |
|
|
2022
Q3 | $13K | Sell |
62
-2
| -3% | -$419 | ﹤0.01% | 1393 |
|
|
2022
Q2 | $13K | Buy |
64
+2
| +3% | +$406 | ﹤0.01% | 1492 |
|
|
2022
Q1 | $17K | Hold |
62
| – | – | ﹤0.01% | 1557 |
|
|
2021
Q4 | $22K | Hold |
62
| – | – | ﹤0.01% | 1541 |
|
|
2021
Q3 | $18K | Buy |
+62
| New | +$18K | ﹤0.01% | 1487 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$3K | – | 1785 |
|
|
2020
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 1326 |
|
|
2018
Q4 | – | Sell |
-265
| Closed | -$50K | – | 1066 |
|
|
2018
Q3 | $50K | Buy |
+265
| New | +$50K | ﹤0.01% | 895 |
|