Focus Partners Wealth’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 | $3.82M | Sell |
11,492
-1,856
| -14% | -$617K | 0.01% | 750 |
|
|
2025
Q1 | $3.45M | Buy |
13,348
+1,674
| +14% | +$433K | 0.01% | 725 |
|
|
2024
Q4 | $3.34M | Sell |
11,674
-268
| -2% | -$76.6K | 0.01% | 723 |
|
|
2024
Q3 | $3.21M | Buy |
11,942
+3,074
| +35% | +$825K | 0.01% | 664 |
|
|
2024
Q2 | $2.44M | Buy |
8,868
+5,074
| +134% | +$1.4M | 0.01% | 621 |
|
|
2024
Q1 | $1.11M | Buy |
3,794
+1,061
| +39% | +$309K | 0.01% | 586 |
|
|
2023
Q4 | $849K | Buy |
+2,733
| New | +$849K | 0.01% | 480 |
|