B. Riley Wealth Advisors’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 | $511K | Sell |
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|
2025
Q2 | $527K | Buy |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $4.17M | Buy |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $4.87M | Buy |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $3.32M | Sell |
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|
2021
Q2 | $5.92M | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $445K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $222K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $66 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $72.3K | Buy |
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