Founders Financial Alliance’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 | $269K | Buy |
+810
| New | +$269K | 0.06% | 275 |
|
|
2025
Q1 | – | Sell |
-720
| Closed | -$206K | – | 646 |
|
|
2024
Q4 | $206K | Buy |
+720
| New | +$206K | 0.06% | 270 |
|
|
2024
Q2 | – | Sell |
-714
| Closed | -$208K | – | 577 |
|
|
2024
Q1 | $208K | Sell |
714
-6
| -0.8% | -$1.75K | 0.06% | 255 |
|
|
2023
Q4 | $224K | Hold |
720
| – | – | 0.09% | 226 |
|
|
2023
Q3 | $206K | Sell |
720
-62
| -8% | -$17.7K | 0.09% | 221 |
|
|
2023
Q2 | $258K | Buy |
782
+18
| +2% | +$5.93K | 0.1% | 212 |
|
|
2023
Q1 | $224K | Buy |
+764
| New | +$224K | 0.11% | 188 |
|
|
2020
Q4 | – | Sell |
-71
| Closed | -$16K | – | 1073 |
|
|
2020
Q3 | $16K | Buy |
+71
| New | +$16K | 0.01% | 633 |
|