CX Institutional’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 | $268K | Buy |
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|
2025
Q1 | $161K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $2.09M | Sell |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $105K | Sell |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | $190K | Buy |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | $185K | Hold |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $204K | Buy |
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