Certified Advisory Corp’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
$352K Hold
2025
Q2
$335K Hold
2025
Q1
$260K Hold
2024
Q4
$288K Sell
2024
Q3
$272K Buy
2024
Q2
$277K Hold
2024
Q1
$294K Hold
2023
Q4
$313K Hold
2023
Q3
$288K Hold
2023
Q2
$332K Hold
2023
Q1
$296K Hold
2022
Q4
$260K Hold
2022
Q3
$217K Hold
2022
Q2
$201K Hold
2022
Q1
$282K Hold
2021
Q4
$352K Hold
2021
Q3
$296K Hold
2021
Q2
$288K Buy