Farther Finance Advisors’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 | $781K | Buy |
2,351
+60
| +3% | +$19.9K | 0.02% | 698 |
|
|
2025
Q1 | $593K | Buy |
2,291
+1,262
| +123% | +$327K | 0.02% | 710 |
|
|
2024
Q4 | $294K | Sell |
1,029
-494
| -32% | -$141K | 0.01% | 815 |
|
|
2024
Q3 | $409K | Sell |
1,523
-3
| -0.2% | -$806 | 0.02% | 673 |
|
|
2024
Q2 | $405K | Buy |
1,526
+121
| +9% | +$32.1K | 0.02% | 561 |
|
|
2024
Q1 | $398K | Sell |
1,405
-56
| -4% | -$15.9K | 0.02% | 456 |
|
|
2023
Q4 | $453K | Buy |
1,461
+436
| +43% | +$135K | 0.03% | 371 |
|
|
2023
Q3 | $293K | Buy |
1,025
+671
| +190% | +$192K | 0.05% | 298 |
|
|
2023
Q2 | $117K | Buy |
354
+78
| +28% | +$25.7K | 0.03% | 414 |
|
|
2023
Q1 | $81K | Buy |
276
+72
| +35% | +$21.1K | 0.02% | 467 |
|
|
2022
Q4 | $52.5K | Buy |
+204
| New | +$52.5K | 0.02% | 470 |
|