Dogwood Wealth Management’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 | $4.73K | Buy |
14
+7
| +100% | +$2.37K | ﹤0.01% | 446 |
|
|
2025
Q1 | $1.81K | Buy |
+7
| New | +$1.81K | ﹤0.01% | 356 |
|
|
2024
Q4 | – | Hold |
0
| – | -$4 | – | 578 |
|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 371 |
|
|
2024
Q2 | – | Hold |
0
| – | -$4 | – | 411 |
|
|
2024
Q1 | – | Hold |
0
| – | -$7 | – | 403 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 347 |
|