Ascent Group’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
Q3
$1.98M Buy
2025
Q2
$1.61M Buy
2025
Q1
$1.11M Buy
2024
Q4
$1.14M Buy
2024
Q3
$945K Buy
2024
Q2
$904K Buy
2024
Q1
$774K Buy
2023
Q4
$721K Buy
2023
Q3
$463K Buy
2023
Q2
$516K Sell
2023
Q1
$510K Buy
2022
Q4
$368K Buy
2022
Q3
$347K Buy
2022
Q2
$340K Sell
2022
Q1
$428K Buy
2021
Q4
$409K Buy