Cape Investment Advisory’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 | $1.66K | Hold |
5
| – | – | ﹤0.01% | 971 |
|
|
2025
Q1 | $1.29K | Hold |
5
| – | – | ﹤0.01% | 937 |
|
|
2024
Q4 | $1.43K | Hold |
5
| – | – | ﹤0.01% | 919 |
|
|
2024
Q3 | $1.34K | Buy |
+5
| New | +$1.34K | ﹤0.01% | 858 |
|
|
2024
Q1 | – | Sell |
-175
| Closed | -$54.3K | – | 1129 |
|
|
2023
Q4 | $54.3K | Buy |
+175
| New | +$54.3K | 0.03% | 337 |
|