Fiduciary Alliance’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 | $421K | Buy |
1,266
+380
| +43% | +$126K | 0.03% | 342 |
|
|
2025
Q1 | $229K | Buy |
886
+13
| +1% | +$3.36K | 0.02% | 349 |
|
|
2024
Q4 | $249K | Hold |
873
| – | – | 0.03% | 314 |
|
|
2024
Q3 | $234K | Buy |
+873
| New | +$234K | 0.03% | 229 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$2.06K | – | 707 |
|
|
2022
Q4 | $2.06K | Buy |
+8
| New | +$2.06K | ﹤0.01% | 691 |
|