Bell Investment 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 | $91.3K | Sell |
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|
2025
Q1 | $77K | Buy |
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|
2024
Q4 | $84K | Sell |
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|
2024
Q3 | $81.6K | Sell |
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|
2024
Q2 | $85.1K | Buy |
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|
2024
Q1 | $89.7K | Hold |
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|
2023
Q4 | $95.6K | Buy |
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|
2023
Q3 | $86.6K | Buy |
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|
2023
Q2 | $42.2K | Sell |
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|
2023
Q1 | $39.3K | Buy |
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|
2022
Q4 | $33K | Buy |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2021
Q4 | $34K | Sell |
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|
2021
Q3 | $34K | Buy |
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