Evoke Wealth’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 | $1.84M | Sell |
5,544
-183
| -3% | -$60.8K | 0.04% | 155 |
|
|
2025
Q1 | $1.48M | Sell |
5,727
-169
| -3% | -$43.7K | 0.04% | 163 |
|
|
2024
Q4 | $1.69M | Buy |
5,896
+3,606
| +157% | +$1.03M | 0.05% | 143 |
|
|
2024
Q3 | $615K | Buy |
+2,290
| New | +$615K | 0.02% | 230 |
|
|
2024
Q2 | – | Sell |
-4,012
| Closed | -$1.17M | – | 321 |
|
|
2024
Q1 | $1.17M | Buy |
+4,012
| New | +$1.17M | 0.03% | 164 |
|
|
2023
Q4 | – | Sell |
-2,315
| Closed | -$662K | – | 292 |
|
|
2023
Q3 | $662K | Buy |
2,315
+3
| +0.1% | +$858 | 0.02% | 213 |
|
|
2023
Q2 | $762K | Buy |
2,312
+33
| +1% | +$10.9K | 0.03% | 180 |
|
|
2023
Q1 | $669K | Sell |
2,279
-206
| -8% | -$60.5K | 0.02% | 186 |
|
|
2022
Q4 | $640K | Sell |
2,485
-303
| -11% | -$78K | 0.02% | 195 |
|
|
2022
Q3 | $600K | Buy |
2,788
+480
| +21% | +$103K | 0.02% | 196 |
|
|
2022
Q2 | $460K | Buy |
2,308
+246
| +12% | +$49K | 0.02% | 232 |
|
|
2022
Q1 | $577K | Buy |
2,062
+7
| +0.3% | +$1.96K | 0.02% | 219 |
|
|
2021
Q4 | $717K | Sell |
2,055
-100
| -5% | -$34.9K | 0.02% | 209 |
|
|
2021
Q3 | $633K | Hold |
2,155
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $616K | Hold |
2,155
| – | – | 0.02% | 221 |
|
|
2021
Q1 | $572K | Hold |
2,155
| – | – | 0.03% | 200 |
|
|
2020
Q4 | $541K | Hold |
2,155
| – | – | 0.04% | 145 |
|
|
2020
Q3 | $476K | Sell |
2,155
-100
| -4% | -$22.1K | 0.04% | 136 |
|
|
2020
Q2 | $480K | Sell |
2,255
-4
| -0.2% | -$851 | 0.05% | 116 |
|
|
2020
Q1 | $341K | Sell |
2,259
-174
| -7% | -$26.3K | 0.05% | 128 |
|
|
2019
Q4 | $493K | Buy |
2,433
+132
| +6% | +$26.8K | 0.06% | 124 |
|
|
2019
Q3 | $379K | Buy |
+2,301
| New | +$379K | 0.05% | 170 |
|