Aptus Capital 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 | $901K | Sell |
2,712
-210
| -7% | -$69.8K | 0.01% | 542 |
|
|
2025
Q1 | $755K | Buy |
2,922
+734
| +34% | +$190K | 0.01% | 552 |
|
|
2024
Q4 | $625K | Buy |
2,188
+288
| +15% | +$82.3K | 0.01% | 573 |
|
|
2024
Q3 | $510K | Buy |
1,900
+351
| +23% | +$94.2K | 0.01% | 533 |
|
|
2024
Q2 | $426K | Sell |
1,549
-581
| -27% | -$160K | 0.01% | 535 |
|
|
2024
Q1 | $621K | Buy |
2,130
+718
| +51% | +$209K | 0.01% | 460 |
|
|
2023
Q4 | $438K | Sell |
1,412
-61
| -4% | -$18.9K | 0.01% | 398 |
|
|
2023
Q3 | $421K | Buy |
+1,473
| New | +$421K | 0.01% | 413 |
|