Clearstead Trust’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 | $513K | Hold |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $68.8K | Hold |
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|
2024
Q1 | $72.8K | Hold |
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|
2023
Q4 | $77.6K | Hold |
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|
2023
Q3 | $71.5K | Buy |
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|
2023
Q2 | $13.2K | Hold |
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|
2023
Q1 | $11.7K | Hold |
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|
2022
Q4 | $10K | Hold |
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|
2022
Q3 | $9K | Buy |
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