IMA Advisory 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 | $41.5K | Buy |
125
+1
| +0.8% | +$332 | ﹤0.01% | 241 |
|
|
2025
Q1 | $32K | Buy |
+124
| New | +$32K | ﹤0.01% | 255 |
|
|
2024
Q4 | – | Sell |
-124
| Closed | -$33.3K | – | 257 |
|
|
2024
Q3 | $33.3K | Buy |
+124
| New | +$33.3K | 0.01% | 198 |
|
|
2022
Q3 | – | Sell |
-2,150
| Closed | -$429K | – | 405 |
|
|
2022
Q2 | $429K | Buy |
+2,150
| New | +$429K | 0.11% | 118 |
|