Capital Analysts LLC’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 | $7K | Hold |
22
| – | – | ﹤0.01% | 1204 |
|
|
2025
Q1 | $6K | Hold |
22
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q4 | $6K | Sell |
22
-73
| -77% | -$19.9K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $26K | Buy |
95
+22
| +30% | +$6.02K | ﹤0.01% | 853 |
|
|
2024
Q2 | $20K | Sell |
73
-7
| -9% | -$1.92K | ﹤0.01% | 865 |
|
|
2024
Q1 | $23K | Sell |
80
-7
| -8% | -$2.01K | ﹤0.01% | 798 |
|
|
2023
Q4 | $27K | Sell |
87
-8
| -8% | -$2.48K | ﹤0.01% | 766 |
|
|
2023
Q3 | $27K | Buy |
95
+22
| +30% | +$6.25K | ﹤0.01% | 728 |
|
|
2023
Q2 | $24K | Buy |
+73
| New | +$24K | ﹤0.01% | 698 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$70K | – | 1019 |
|
|
2021
Q4 | $70K | Buy |
+200
| New | +$70K | ﹤0.01% | 518 |
|