Beacon Pointe 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
Q2 | $735K | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $907K | Sell |
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|
2023
Q4 | $6.73M | Buy |
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|
2023
Q3 | $4.26M | Buy |
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|
2023
Q2 | $895K | Sell |
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|
2023
Q1 | $842K | Sell |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $227K | Buy |
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