Financial Perspectives’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 | $37.2K | Hold |
112
| – | – | 0.01% | 342 |
|
|
2025
Q1 | $28.9K | Hold |
112
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $32K | Hold |
112
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $30.1K | Hold |
112
| – | – | 0.01% | 335 |
|
|
2024
Q2 | $30.8K | Hold |
112
| – | – | 0.01% | 322 |
|
|
2024
Q1 | $32.6K | Hold |
112
| – | – | 0.01% | 320 |
|
|
2023
Q4 | $34.8K | Hold |
112
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $32K | Hold |
112
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $36.9K | Hold |
112
| – | – | 0.02% | 293 |
|
|
2023
Q1 | $32.9K | Hold |
112
| – | – | 0.02% | 304 |
|
|
2022
Q4 | $28.8K | Hold |
112
| – | – | 0.01% | 317 |
|
|
2022
Q3 | $24.1K | Hold |
112
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $22.3K | Hold |
112
| – | – | 0.01% | 336 |
|
|
2022
Q1 | $31.4K | Hold |
112
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $39.1K | Hold |
112
| – | – | 0.02% | 267 |
|
|
2021
Q3 | $32.9K | Hold |
112
| – | – | 0.02% | 287 |
|
|
2021
Q2 | $32K | Sell |
112
-29,617
| -100% | -$8.47M | 0.02% | 311 |
|
|
2021
Q1 | $112K | Buy |
29,729
+29,617
| +26,444% | +$112K | 0.01% | 467 |
|
|
2020
Q4 | $28.1K | Hold |
112
| – | – | 0.02% | 289 |
|
|
2020
Q3 | $24.7K | Hold |
112
| – | – | 0.02% | 265 |
|
|
2020
Q2 | $23.9K | Hold |
112
| – | – | 0.02% | 256 |
|
|
2020
Q1 | $16.9K | Hold |
112
| – | – | 0.01% | 257 |
|
|
2019
Q4 | $22.7K | Buy |
+112
| New | +$22.7K | 0.02% | 244 |
|