FourThought Financial Partners’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 | $472K | Hold |
1,422
| – | – | 0.05% | 190 |
|
|
2025
Q1 | $367K | Sell |
1,422
-66
| -4% | -$17.1K | 0.04% | 220 |
|
|
2024
Q4 | $426K | Buy |
+1,488
| New | +$426K | 0.04% | 205 |
|
|
2024
Q2 | – | Sell |
-1,499
| Closed | -$437K | – | 297 |
|
|
2024
Q1 | $437K | Buy |
1,499
+632
| +73% | +$184K | 0.05% | 209 |
|
|
2023
Q4 | $269K | Buy |
867
+1
| +0.1% | +$310 | 0.03% | 260 |
|
|
2023
Q3 | $247K | Sell |
866
-2
| -0.2% | -$572 | 0.03% | 266 |
|
|
2023
Q2 | $286K | Sell |
868
-13
| -1% | -$4.29K | 0.04% | 255 |
|
|
2023
Q1 | $259K | Hold |
881
| – | – | 0.04% | 272 |
|
|
2022
Q4 | $227K | Buy |
+881
| New | +$227K | 0.03% | 288 |
|