HBK Sorce 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 | $1.3M | Buy |
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|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $553K | Sell |
|
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|
2024
Q2 | $595K | Sell |
|
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|
2024
Q1 | $1.25M | Buy |
|
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $590K | Sell |
|
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $303K | Hold |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $226K | Buy |
|