Bogart Wealth LLC’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 | $11.6K | Sell |
35
-1
| -3% | -$332 | ﹤0.01% | 761 |
|
|
2025
Q1 | $9.3K | Buy |
36
+2
| +6% | +$517 | ﹤0.01% | 761 |
|
|
2024
Q4 | $9.72K | Buy |
34
+17
| +100% | +$4.86K | ﹤0.01% | 740 |
|
|
2024
Q3 | $4.56K | Buy |
17
+12
| +240% | +$3.22K | ﹤0.01% | 850 |
|
|
2024
Q2 | $1.38K | Hold |
5
| – | – | ﹤0.01% | 978 |
|
|
2024
Q1 | $1.46K | Hold |
5
| – | – | ﹤0.01% | 940 |
|
|
2023
Q4 | $1.55K | Hold |
5
| – | – | ﹤0.01% | 923 |
|
|
2023
Q3 | $1.43K | Sell |
5
-5
| -50% | -$1.43K | ﹤0.01% | 926 |
|
|
2023
Q2 | $3.3K | Buy |
10
+5
| +100% | +$1.65K | ﹤0.01% | 804 |
|
|
2023
Q1 | $1.47K | Sell |
5
-5
| -50% | -$1.47K | ﹤0.01% | 951 |
|
|
2022
Q4 | $2.6K | Sell |
10
-6
| -38% | -$1.56K | ﹤0.01% | 770 |
|
|
2022
Q3 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 786 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 979 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 851 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 822 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 768 |
|