Cape Investment Advisory’s Rockwell Automation ROK Stock Holding History

Cape Investment Advisory’s Portfolio ROK Stock Details ROK Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.95K	Hold
2025 Q3	$1.75K	Hold
2025 Q2	$1.66K	Hold
2025 Q1	$1.29K	Hold
2024 Q4	$1.43K	Hold
2024 Q3	$1.34K	Buy
2024 Q1	–	Sell
2023 Q4	$54.3K	Buy