BOK Financial Private Wealth’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3	Closed	-$858	–	638
2024 Q4	$858	Hold	3	–	–	﹤0.01%	521
2024 Q3	$806	Buy	+3	New	+$806	﹤0.01%	503