Capital Advisors Inc’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.2M | Buy |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $289K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $254K | Buy |
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