Fiduciary Alliance’s Rockwell Automation ROK Stock Holding History

Fiduciary Alliance’s Portfolio ROK Stock Details ROK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$450K	Buy
2025 Q2	$421K	Buy
2025 Q1	$229K	Buy
2024 Q4	$249K	Hold
2024 Q3	$234K	Buy
2023 Q1	–	Sell
2022 Q4	$2.06K	Buy