Carr Financial Group’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
$236K Buy
2025
Q2
$223K Buy
2025
Q1
Sell
2024
Q4
$240K Buy
2024
Q3
$225K Buy
2024
Q2
$229K Buy
2024
Q1
$242K Hold
2023
Q4
$258K Hold
2023
Q3
$219K Buy
2023
Q2
$247K Buy