Cetera Investment Advisers’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 | $9.49M | Buy |
28,555
+696
| +2% | +$231K | 0.02% | 851 |
|
2025
Q1 | $7.2M | Sell |
27,859
-1,767
| -6% | -$457K | 0.01% | 925 |
|
2024
Q4 | $8.47M | Buy |
29,626
+2,455
| +9% | +$702K | 0.02% | 782 |
|
2024
Q3 | $7.29M | Sell |
27,171
-340
| -1% | -$91.3K | 0.02% | 822 |
|
2024
Q2 | $7.57M | Buy |
27,511
+204
| +0.7% | +$56.2K | 0.02% | 793 |
|
2024
Q1 | $7.96M | Buy |
27,307
+21,051
| +336% | +$6.13M | 0.02% | 759 |
|
2023
Q4 | $1.94M | Buy |
6,256
+1,187
| +23% | +$369K | 0.02% | 812 |
|
2023
Q3 | $1.45M | Buy |
5,069
+406
| +9% | +$116K | 0.01% | 888 |
|
2023
Q2 | $1.54M | Sell |
4,663
-137
| -3% | -$45.1K | 0.01% | 891 |
|
2023
Q1 | $1.41M | Buy |
4,800
+194
| +4% | +$56.9K | 0.01% | 885 |
|
2022
Q4 | $1.19M | Buy |
4,606
+1,442
| +46% | +$371K | 0.01% | 923 |
|
2022
Q3 | $681K | Sell |
3,164
-177
| -5% | -$38.1K | 0.01% | 869 |
|
2022
Q2 | $666K | Sell |
3,341
-816
| -20% | -$163K | 0.01% | 956 |
|
2022
Q1 | $1.16M | Sell |
4,157
-718
| -15% | -$201K | 0.02% | 768 |
|
2021
Q4 | $1.7M | Buy |
4,875
+383
| +9% | +$134K | 0.02% | 614 |
|
2021
Q3 | $1.32M | Sell |
4,492
-79
| -2% | -$23.2K | 0.02% | 672 |
|
2021
Q2 | $1.31M | Buy |
4,571
+422
| +10% | +$121K | 0.02% | 676 |
|
2021
Q1 | $1.1M | Buy |
4,149
+844
| +26% | +$224K | 0.02% | 629 |
|
2020
Q4 | $829K | Buy |
3,305
+1,869
| +130% | +$469K | 0.02% | 743 |
|
2020
Q3 | $317K | Sell |
1,436
-107
| -7% | -$23.6K | 0.03% | 490 |
|
2020
Q2 | $329K | Sell |
1,543
-208
| -12% | -$44.4K | 0.03% | 454 |
|
2020
Q1 | $264K | Buy |
+1,751
| New | +$264K | 0.03% | 424 |
|