Certified Advisory Corp’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 | $335K | Hold |
1,008
| – | – | 0.03% | 241 |
|
|
2025
Q1 | $260K | Hold |
1,008
| – | – | 0.03% | 254 |
|
|
2024
Q4 | $288K | Sell |
1,008
-4
| -0.4% | -$1.14K | 0.03% | 250 |
|
|
2024
Q3 | $272K | Buy |
1,012
+4
| +0.4% | +$1.07K | 0.03% | 254 |
|
|
2024
Q2 | $277K | Hold |
1,008
| – | – | 0.03% | 245 |
|
|
2024
Q1 | $294K | Hold |
1,008
| – | – | 0.04% | 226 |
|
|
2023
Q4 | $313K | Hold |
1,008
| – | – | 0.05% | 214 |
|
|
2023
Q3 | $288K | Hold |
1,008
| – | – | 0.05% | 193 |
|
|
2023
Q2 | $332K | Hold |
1,008
| – | – | 0.06% | 179 |
|
|
2023
Q1 | $296K | Hold |
1,008
| – | – | 0.05% | 197 |
|
|
2022
Q4 | $260K | Hold |
1,008
| – | – | 0.05% | 198 |
|
|
2022
Q3 | $217K | Hold |
1,008
| – | – | 0.05% | 201 |
|
|
2022
Q2 | $201K | Hold |
1,008
| – | – | 0.04% | 200 |
|
|
2022
Q1 | $282K | Hold |
1,008
| – | – | 0.06% | 190 |
|
|
2021
Q4 | $352K | Hold |
1,008
| – | – | 0.08% | 180 |
|
|
2021
Q3 | $296K | Hold |
1,008
| – | – | 0.07% | 178 |
|
|
2021
Q2 | $288K | Buy |
+1,008
| New | +$288K | 0.07% | 181 |
|