Hoge Financial Services’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
$725K Sell
2,183
-19
-0.9% -$6.31K 0.45% 25
2025
Q1
$569K Sell
2,202
-13
-0.6% -$3.36K 0.4% 31
2024
Q4
$633K Sell
2,215
-16
-0.7% -$4.57K 0.46% 27
2024
Q3
$599K Sell
2,231
-218
-9% -$58.5K 0.45% 25
2024
Q2
$674K Sell
2,449
-4
-0.2% -$1.1K 0.55% 22
2024
Q1
$715K Buy
2,453
+75
+3% +$21.9K 0.58% 22
2023
Q4
$738K Buy
+2,378
New +$738K 0.74% 18