GFPC
Global Financial Private Client’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17
| Closed | -$4.39K | – | 1303 |
|
|
2025
Q1 | $4.39K | Buy |
17
+9
| +113% | +$2.33K | ﹤0.01% | 710 |
|
|
2024
Q4 | $2.29K | Buy |
8
+4
| +100% | +$1.14K | ﹤0.01% | 715 |
|
|
2024
Q3 | $1.07K | Hold |
4
| – | – | ﹤0.01% | 755 |
|
|
2024
Q2 | $1.1K | Sell |
4
-35
| -90% | -$9.63K | ﹤0.01% | 614 |
|
|
2024
Q1 | $11.1K | Hold |
39
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $12.1K | Hold |
39
| – | – | 0.01% | 431 |
|
|
2023
Q3 | $11.1K | Hold |
39
| – | – | 0.01% | 425 |
|
|
2023
Q2 | $12.8K | Hold |
39
| – | – | 0.01% | 409 |
|
|
2023
Q1 | $11.4K | Hold |
39
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $10K | Hold |
39
| – | – | 0.01% | 426 |
|
|
2022
Q3 | $8.8K | Hold |
39
| – | – | 0.01% | 419 |
|
|
2022
Q2 | $7.75K | Hold |
39
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $11.1K | Hold |
39
| – | – | 0.01% | 395 |
|
|
2021
Q4 | $13.6K | Buy |
39
+35
| +875% | +$12.2K | 0.01% | 367 |
|
|
2021
Q3 | $1.18K | Hold |
4
| – | – | ﹤0.01% | 517 |
|
|
2021
Q2 | $1.14K | Hold |
4
| – | – | ﹤0.01% | 523 |
|
|
2021
Q1 | $1.05K | Hold |
4
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 478 |
|