Heritage Trust’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Hold |
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|
2025
Q4 | $1.31M | Hold |
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|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $860K | Hold |
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|
2024
Q4 | $952K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $632K | Sell |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $581K | Buy |
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