Cascade Financial Partners’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 | $704K | Hold |
2,120
| – | – | 0.08% | 139 |
|
|
2025
Q1 | $548K | Sell |
2,120
-560
| -21% | -$145K | 0.07% | 148 |
|
|
2024
Q4 | $766K | Sell |
2,680
-40
| -1% | -$11.4K | 0.1% | 119 |
|
|
2024
Q3 | $731K | Sell |
2,720
-940
| -26% | -$253K | 0.09% | 121 |
|
|
2024
Q2 | $1.01M | Sell |
3,660
-75
| -2% | -$20.6K | 0.13% | 99 |
|
|
2024
Q1 | $1.06M | Buy |
+3,735
| New | +$1.06M | 0.15% | 95 |
|