IFP Advisors’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 | $659K | Buy |
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|
2025
Q2 | $476K | Buy |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $45K | Sell |
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|
2018
Q3 | $153K | Buy |
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|
2018
Q2 | $129K | Sell |
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|
2018
Q1 | $155K | Hold |
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|
2017
Q4 | $155K | Sell |
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|
2017
Q3 | $857K | Sell |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $992K | Buy |
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|
2016
Q4 | $843K | Buy |
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|
2016
Q3 | $597K | Buy |
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|
2016
Q2 | $557K | Buy |
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|
2016
Q1 | $16K | Sell |
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|
2015
Q4 | $493K | Buy |
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