Confluence Wealth Services’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
Q2 | $394K | Hold |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.5M | Buy |
|