Empower Advisory 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 | $311K | Buy |
+935
| New | +$311K | ﹤0.01% | 405 |
|
|
2025
Q1 | – | Sell |
-784
| Closed | -$224K | – | 512 |
|
|
2024
Q4 | $224K | Sell |
784
-163
| -17% | -$46.6K | ﹤0.01% | 461 |
|
|
2024
Q3 | $254K | Sell |
947
-43
| -4% | -$11.5K | ﹤0.01% | 432 |
|
|
2024
Q2 | $273K | Sell |
990
-132
| -12% | -$36.3K | ﹤0.01% | 418 |
|
|
2024
Q1 | $327K | Buy |
1,122
+132
| +13% | +$38.5K | ﹤0.01% | 386 |
|
|
2023
Q4 | $307K | Sell |
990
-7
| -0.7% | -$2.17K | ﹤0.01% | 391 |
|
|
2023
Q3 | $285K | Sell |
997
-80
| -7% | -$22.9K | ﹤0.01% | 391 |
|
|
2023
Q2 | $355K | Sell |
1,077
-511
| -32% | -$168K | ﹤0.01% | 356 |
|
|
2023
Q1 | $463K | Buy |
+1,588
| New | +$463K | ﹤0.01% | 316 |
|