Cascade Financial Partners’s Rockwell Automation ROK Stock Holding History

Cascade Financial Partners’s Portfolio ROK Stock Details ROK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$741K	Hold
2025 Q2	$704K	Hold
2025 Q1	$548K	Sell
2024 Q4	$766K	Sell
2024 Q3	$731K	Sell
2024 Q2	$1.01M	Sell
2024 Q1	$1.06M	Buy