Gladstone Institutional Advisory’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 | $319K | Sell |
|
|||||
|
2025
Q2 | $430K | Buy |
|
|||||
|
2025
Q1 | $329K | Sell |
|
|||||
|
2024
Q4 | $400K | Buy |
|
|||||
|
2024
Q3 | $370K | Buy |
|
|||||
|
2024
Q2 | $285K | Buy |
|
|||||
|
2024
Q1 | $287K | Sell |
|
|||||
|
2023
Q4 | $421K | Sell |
|
|||||
|
2023
Q3 | $390K | Sell |
|
|||||
|
2023
Q2 | $472K | Buy |
|
|||||
|
2023
Q1 | $383K | Sell |
|
|||||
|
2022
Q4 | $471K | Sell |
|
|||||
|
2022
Q3 | $442K | Sell |
|
|||||
|
2022
Q2 | $523K | Sell |
|
|||||
|
2022
Q1 | $754K | Sell |
|
|||||
|
2021
Q4 | $1.34M | Sell |
|
|||||
|
2021
Q3 | $1.43M | Buy |
|
|||||
|
2021
Q2 | $515K | Buy |
|