Golden State Wealth Management’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 | $862K | Hold |
2,596
| – | – | 0.1% | 160 |
|
|
2025
Q1 | $671K | Buy |
2,596
+96
| +4% | +$24.8K | 0.1% | 163 |
|
|
2024
Q4 | $714K | Buy |
+2,500
| New | +$714K | 0.11% | 153 |
|
|
2022
Q1 | $1.09M | Sell |
3,876
-48
| -1% | -$13.4K | 0.21% | 94 |
|
|
2021
Q4 | $1.37M | Buy |
3,924
+77
| +2% | +$26.9K | 0.24% | 88 |
|
|
2021
Q3 | $1.13M | Buy |
3,847
+7
| +0.2% | +$2.06K | 0.25% | 73 |
|
|
2021
Q2 | $1.1M | Buy |
3,840
+1,340
| +54% | +$383K | 0.24% | 82 |
|
|
2021
Q1 | $663K | Sell |
2,500
-131
| -5% | -$34.7K | 0.22% | 84 |
|
|
2020
Q4 | $660K | Buy |
2,631
+31
| +1% | +$7.78K | 0.19% | 104 |
|
|
2020
Q3 | $574K | Sell |
2,600
-18
| -0.7% | -$3.97K | 0.19% | 86 |
|
|
2020
Q2 | $558K | Buy |
2,618
+18
| +0.7% | +$3.84K | 0.18% | 92 |
|
|
2020
Q1 | $392K | Buy |
+2,600
| New | +$392K | 0.17% | 86 |
|
|
2019
Q4 | – | Sell |
-2,600
| Closed | -$428K | – | 722 |
|
|
2019
Q3 | $428K | Sell |
2,600
-622
| -19% | -$102K | 0.14% | 119 |
|
|
2019
Q2 | $527K | Hold |
3,222
| – | – | 0.17% | 114 |
|
|
2019
Q1 | $565K | Buy |
+3,222
| New | +$565K | 0.19% | 106 |
|