Avantax Advisory Services’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 | $2.35M | Sell |
7,060
-107
| -1% | -$35.5K | 0.01% | 723 |
|
|
2025
Q1 | $1.85M | Buy |
7,167
+1,667
| +30% | +$431K | 0.01% | 777 |
|
|
2024
Q4 | $1.57M | Buy |
5,500
+1,052
| +24% | +$301K | 0.01% | 840 |
|
|
2024
Q3 | $1.19M | Buy |
4,448
+307
| +7% | +$82.4K | 0.01% | 934 |
|
|
2024
Q2 | $1.14M | Buy |
4,141
+847
| +26% | +$233K | 0.01% | 911 |
|
|
2024
Q1 | $960K | Buy |
3,294
+429
| +15% | +$125K | 0.01% | 764 |
|
|
2023
Q4 | $890K | Sell |
2,865
-3
| -0.1% | -$931 | 0.01% | 750 |
|
|
2023
Q3 | $820K | Buy |
2,868
+65
| +2% | +$18.6K | 0.01% | 755 |
|
|
2023
Q2 | $923K | Buy |
2,803
+41
| +1% | +$13.5K | 0.01% | 709 |
|
|
2023
Q1 | $811K | Buy |
2,762
+347
| +14% | +$102K | 0.01% | 734 |
|
|
2022
Q4 | $622K | Buy |
2,415
+325
| +16% | +$83.7K | 0.01% | 781 |
|
|
2022
Q3 | $450K | Buy |
2,090
+118
| +6% | +$25.4K | 0.01% | 822 |
|
|
2022
Q2 | $393K | Buy |
1,972
+52
| +3% | +$10.4K | 0.01% | 884 |
|
|
2022
Q1 | $540K | Sell |
1,920
-138
| -7% | -$38.8K | 0.01% | 758 |
|
|
2021
Q4 | $718K | Buy |
2,058
+190
| +10% | +$66.3K | 0.01% | 626 |
|
|
2021
Q3 | $548K | Sell |
1,868
-48
| -3% | -$14.1K | 0.01% | 690 |
|
|
2021
Q2 | $547K | Sell |
1,916
-39
| -2% | -$11.1K | 0.01% | 674 |
|
|
2021
Q1 | $519K | Sell |
1,955
-97
| -5% | -$25.8K | 0.01% | 611 |
|
|
2020
Q4 | $515K | Sell |
2,052
-1,625
| -44% | -$408K | 0.01% | 550 |
|
|
2020
Q3 | $812K | Buy |
3,677
+323
| +10% | +$71.3K | 0.01% | 605 |
|
|
2020
Q2 | $718K | Sell |
3,354
-83
| -2% | -$17.8K | 0.02% | 403 |
|
|
2020
Q1 | $520K | Buy |
3,437
+173
| +5% | +$26.2K | 0.02% | 429 |
|
|
2019
Q4 | $663K | Buy |
3,264
+410
| +14% | +$83.3K | 0.02% | 412 |
|
|
2019
Q3 | $469K | Buy |
2,854
+182
| +7% | +$29.9K | 0.02% | 331 |
|
|
2019
Q2 | $438K | Buy |
2,672
+168
| +7% | +$27.5K | 0.02% | 315 |
|
|
2019
Q1 | $439K | Buy |
+2,504
| New | +$439K | 0.02% | 289 |
|