Coppell Advisory Solutions’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 | $758K | Hold |
2,297
| – | – | 0.09% | 182 |
|
|
2025
Q1 | $569K | Buy |
2,297
+3
| +0.1% | +$743 | 0.08% | 194 |
|
|
2024
Q4 | $655K | Hold |
2,294
| – | – | 0.09% | 148 |
|
|
2024
Q3 | $621K | Sell |
2,294
-54
| -2% | -$14.6K | 0.09% | 152 |
|
|
2024
Q2 | $646K | Buy |
+2,348
| New | +$646K | 0.11% | 138 |
|
|
2023
Q4 | $726K | Buy |
2,339
+2,078
| +796% | +$645K | 0.14% | 133 |
|
|
2023
Q3 | $67.2K | Sell |
261
-142
| -35% | -$36.6K | 0.02% | 260 |
|
|
2023
Q2 | $132K | Buy |
+403
| New | +$132K | 0.04% | 234 |
|
|
2023
Q1 | – | Sell |
-261
| Closed | -$67.2K | – | 880 |
|
|
2022
Q4 | $67.2K | Buy |
+261
| New | +$67.2K | 0.02% | 266 |
|