Cahill Financial 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 | $419K | Hold |
1,263
| – | – | 0.05% | 189 |
|
|
2025
Q1 | $326K | Hold |
1,263
| – | – | 0.04% | 208 |
|
|
2024
Q4 | $361K | Sell |
1,263
-19
| -1% | -$5.43K | 0.05% | 192 |
|
|
2024
Q3 | $344K | Sell |
1,282
-1
| -0.1% | -$268 | 0.05% | 196 |
|
|
2024
Q2 | $353K | Buy |
1,283
+6
| +0.5% | +$1.65K | 0.05% | 197 |
|
|
2024
Q1 | $372K | Buy |
1,277
+538
| +73% | +$157K | 0.05% | 195 |
|
|
2023
Q4 | $229K | Sell |
739
-161
| -18% | -$50K | 0.03% | 228 |
|
|
2023
Q3 | $257K | Sell |
900
-7
| -0.8% | -$2K | 0.04% | 211 |
|
|
2023
Q2 | $299K | Buy |
+907
| New | +$299K | 0.05% | 197 |
|
|
2021
Q4 | – | Sell |
-4
| Closed | -$1K | – | 653 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 835 |
|