Essex Financial Services’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	$251K	Sell	756 -112	-13%	-$37.2K	0.02%	595
2025 Q1	$224K	Buy	868 +108	+14%	+$27.9K	0.02%	574
2024 Q4	$217K	Buy	+760	New	+$217K	0.02%	583
2017 Q3	–	Sell	-1,430	Closed	-$232K	–	330
2017 Q2	$232K	Buy	+1,430	New	+$232K	0.05%	313