Callan Family Office’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
$680K Buy
+2,048
New +$680K 0.02% 494
2025
Q1
Sell
-861
Closed -$246K 632
2024
Q4
$246K Buy
+861
New +$246K 0.02% 546
2023
Q3
Sell
-673
Closed -$222K 110
2023
Q2
$222K Buy
+673
New +$222K 0.06% 100