Elios Financial Group’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	$440K	Buy	1,324 +2	+0.2%	+$665	0.2%	92
2025 Q1	$342K	Buy	1,322 +4	+0.3%	+$1.03K	0.17%	93
2024 Q4	$377K	Buy	1,318 +4	+0.3%	+$1.14K	0.18%	90
2024 Q3	$353K	Buy	+1,314	New	+$353K	0.16%	92