Atria Wealth Solutions’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 | $1.35M | Sell |
4,062
-5,284
| -57% | -$1.76M | 0.03% | 530 |
|
|
2025
Q1 | $2.41M | Sell |
9,346
-345
| -4% | -$89.1K | 0.03% | 560 |
|
|
2024
Q4 | $2.77M | Buy |
9,691
+45
| +0.5% | +$12.9K | 0.03% | 528 |
|
|
2024
Q3 | $2.59M | Buy |
9,646
+524
| +6% | +$141K | 0.03% | 534 |
|
|
2024
Q2 | $2.51M | Buy |
9,122
+402
| +5% | +$111K | 0.03% | 558 |
|
|
2024
Q1 | $2.54M | Buy |
8,720
+725
| +9% | +$211K | 0.03% | 558 |
|
|
2023
Q4 | $2.48M | Buy |
7,995
+77
| +1% | +$23.9K | 0.03% | 535 |
|
|
2023
Q3 | $2.26M | Buy |
7,918
+398
| +5% | +$114K | 0.03% | 517 |
|
|
2023
Q2 | $2.48M | Buy |
7,520
+322
| +4% | +$106K | 0.03% | 501 |
|
|
2023
Q1 | $2.11M | Sell |
7,198
-16,185
| -69% | -$4.75M | 0.03% | 520 |
|
|
2022
Q4 | $6.01M | Buy |
23,383
+155
| +0.7% | +$39.8K | 0.1% | 221 |
|
|
2022
Q3 | $5M | Buy |
23,228
+17,160
| +283% | +$3.69M | 0.09% | 233 |
|
|
2022
Q2 | $1.21M | Buy |
6,068
+56
| +0.9% | +$11.2K | 0.02% | 605 |
|
|
2022
Q1 | $1.68M | Buy |
+6,012
| New | +$1.68M | 0.03% | 537 |
|