First Foundation Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $903K | Sell |
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|
2024
Q3 | $865K | Sell |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $998K | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $998K | Sell |
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|
2020
Q3 | $918K | Buy |
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|
2020
Q2 | $838K | Sell |
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|
2020
Q1 | $629K | Buy |
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|
2019
Q4 | $736K | Buy |
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|
2019
Q3 | $447K | Hold |
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|
2019
Q2 | $445K | Buy |
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|
2019
Q1 | $475K | Sell |
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|
2018
Q4 | $419K | Hold |
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|
2018
Q3 | $522K | Sell |
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|
2018
Q2 | $468K | Hold |
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|
2018
Q1 | $490K | Sell |
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|
2017
Q4 | $602K | Hold |
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|
2017
Q3 | $547K | Buy |
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|
2017
Q2 | $497K | Hold |
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|
2017
Q1 | $477K | Buy |
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|
2016
Q4 | $408K | Hold |
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|
2016
Q3 | $371K | Sell |
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|
2016
Q2 | $373K | Hold |
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|
2016
Q1 | $369K | Hold |
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|
2015
Q4 | $333K | Hold |
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|
2015
Q3 | $330K | Sell |
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|
2015
Q2 | $553K | Hold |
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|
2015
Q1 | $515K | Hold |
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|
2014
Q4 | $493K | Hold |
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|
2014
Q3 | $488K | Buy |
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|
2014
Q2 | $528K | Buy |
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