Financial Engines 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 | $290K | Sell |
874
-2
| -0.2% | -$664 | ﹤0.01% | 453 |
|
|
2025
Q1 | $226K | Sell |
876
-100
| -10% | -$25.8K | ﹤0.01% | 402 |
|
|
2024
Q4 | $279K | Buy |
+976
| New | +$279K | ﹤0.01% | 397 |
|
|
2024
Q1 | – | Sell |
-681
| Closed | -$211K | – | 352 |
|
|
2023
Q4 | $211K | Buy |
+681
| New | +$211K | ﹤0.01% | 303 |
|
|
2019
Q4 | – | Sell |
-5,700
| Closed | -$939K | – | 135 |
|
|
2019
Q3 | $939K | Buy |
+5,700
| New | +$939K | 0.01% | 86 |
|