CIA
Concurrent Investment Advisors’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
2,232
+1,270
| +132% | +$422K | 0.01% | 692 |
|
|
2025
Q1 | $249K | Sell |
962
-12
| -1% | -$3.1K | 0.01% | 1010 |
|
|
2024
Q4 | $278K | Sell |
974
-11
| -1% | -$3.14K | 0.01% | 849 |
|
|
2024
Q3 | $265K | Sell |
985
-5
| -0.5% | -$1.34K | 0.01% | 824 |
|
|
2024
Q2 | $272K | Buy |
990
+44
| +5% | +$12.1K | 0.01% | 763 |
|
|
2024
Q1 | $276K | Sell |
946
-346
| -27% | -$101K | 0.01% | 690 |
|
|
2023
Q4 | $401K | Buy |
+1,292
| New | +$401K | 0.02% | 547 |
|