Forum Financial Management’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 | $343K | Buy |
1,032
+172
| +20% | +$57.1K | 0.01% | 590 |
|
|
2025
Q1 | $222K | Buy |
860
+89
| +12% | +$23K | ﹤0.01% | 761 |
|
|
2024
Q4 | $220K | Buy |
+771
| New | +$220K | ﹤0.01% | 802 |
|
|
2024
Q1 | – | Sell |
-654
| Closed | -$203K | – | 754 |
|
|
2023
Q4 | $203K | Buy |
+654
| New | +$203K | ﹤0.01% | 637 |
|
|
2023
Q3 | – | Sell |
-701
| Closed | -$231K | – | 668 |
|
|
2023
Q2 | $231K | Sell |
701
-21
| -3% | -$6.92K | 0.01% | 551 |
|
|
2023
Q1 | $212K | Buy |
+722
| New | +$212K | 0.01% | 541 |
|
|
2022
Q1 | – | Sell |
-967
| Closed | -$337K | – | 666 |
|
|
2021
Q4 | $337K | Buy |
+967
| New | +$337K | 0.02% | 358 |
|