Bell Investment Advisors’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 | $91.3K | Sell |
275
-23
| -8% | -$7.64K | 0.02% | 169 |
|
|
2025
Q1 | $77K | Buy |
298
+4
| +1% | +$1.03K | 0.01% | 170 |
|
|
2024
Q4 | $84K | Sell |
294
-10
| -3% | -$2.86K | 0.02% | 158 |
|
|
2024
Q3 | $81.6K | Sell |
304
-5
| -2% | -$1.34K | 0.02% | 166 |
|
|
2024
Q2 | $85.1K | Buy |
309
+1
| +0.3% | +$275 | 0.02% | 160 |
|
|
2024
Q1 | $89.7K | Hold |
308
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $95.6K | Buy |
308
+5
| +2% | +$1.55K | 0.02% | 134 |
|
|
2023
Q3 | $86.6K | Buy |
303
+175
| +137% | +$50K | 0.02% | 134 |
|
|
2023
Q2 | $42.2K | Sell |
128
-6
| -4% | -$1.98K | 0.01% | 189 |
|
|
2023
Q1 | $39.3K | Buy |
134
+6
| +5% | +$1.76K | 0.01% | 198 |
|
|
2022
Q4 | $33K | Buy |
128
+10
| +8% | +$2.58K | 0.01% | 219 |
|
|
2022
Q3 | $25K | Buy |
118
+30
| +34% | +$6.36K | 0.01% | 228 |
|
|
2022
Q2 | $18K | Buy |
+88
| New | +$18K | 0.01% | 289 |
|
|
2021
Q4 | $34K | Sell |
98
-19
| -16% | -$6.59K | 0.01% | 204 |
|
|
2021
Q3 | $34K | Buy |
+117
| New | +$34K | 0.01% | 195 |
|