Catalyst 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
$202K Buy
+607
New +$202K 0.02% 296
2024
Q1
Sell
-656
Closed -$204K 232
2023
Q4
$204K Buy
+656
New +$204K 0.06% 211
2023
Q3
Sell
-621
Closed -$205K 215
2023
Q2
$205K Buy
+621
New +$205K 0.07% 189