Center for Financial Planning’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 | $268K | Hold |
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|
2025
Q2 | $255K | Hold |
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|
2025
Q1 | $198K | Sell |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $412K | Hold |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $180K | Sell |
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|
2019
Q4 | $597K | Buy |
|