GLOBALT Investments’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 | $495K | Sell |
1,490
-68
| -4% | -$22.6K | 0.02% | 178 |
|
|
2025
Q1 | $403K | Sell |
1,558
-560
| -26% | -$145K | 0.02% | 184 |
|
|
2024
Q4 | $605K | Hold |
2,118
| – | – | 0.02% | 168 |
|
|
2024
Q3 | $569K | Hold |
2,118
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $583K | Hold |
2,118
| – | – | 0.02% | 171 |
|
|
2024
Q1 | $617K | Sell |
2,118
-80
| -4% | -$23.3K | 0.02% | 171 |
|
|
2023
Q4 | $682K | Buy |
+2,198
| New | +$682K | 0.03% | 166 |
|