CLA (CliftonLarsonAllen) Wealth Advisors’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 | $11.8M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $8.63M | Sell |
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|
2024
Q4 | $9.6M | Hold |
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|
2024
Q3 | $9.02M | Sell |
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|
2024
Q2 | $9.25M | Buy |
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|
2024
Q1 | $9.71M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.53M | Hold |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $9.79M | Buy |
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|
2022
Q4 | $8.57M | Buy |
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|
2022
Q3 | $7.12M | Hold |
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|
2022
Q2 | $6.6M | Sell |
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|
2022
Q1 | $9.33M | Sell |
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|
2021
Q4 | $11.7M | Sell |
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|
2021
Q3 | $9.95M | Sell |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $9.35M | Hold |
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|
2020
Q4 | $8.83M | Hold |
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|
2020
Q3 | $7.77M | Sell |
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|
2020
Q2 | $11.9M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $31.8M | Buy |
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|
2018
Q3 | $39.2M | Buy |
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|
2018
Q2 | $34.7M | Hold |
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|
2018
Q1 | $36.4M | Sell |
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|
2017
Q4 | $41M | Hold |
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|
2017
Q3 | $37.2M | Hold |
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|
2017
Q2 | $33.9M | Hold |
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|
2017
Q1 | $32.5M | Sell |
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|
2016
Q4 | $28.1M | Sell |
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|
2016
Q3 | $25.6M | Buy |
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