Jefferies Financial Group’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 | $1.67M | Sell |
5,042
-874
| -15% | -$290K | 0.01% | 409 |
|
|
2025
Q1 | $1.53M | Buy |
+5,916
| New | +$1.53M | 0.01% | 496 |
|
|
2024
Q3 | – | Sell |
-1,286
| Closed | -$354K | – | 1357 |
|
|
2024
Q2 | $354K | Sell |
1,286
-914
| -42% | -$252K | ﹤0.01% | 824 |
|
|
2024
Q1 | $641K | Sell |
2,200
-4,050
| -65% | -$1.18M | 0.01% | 709 |
|
|
2023
Q4 | $1.94M | Buy |
+6,250
| New | +$1.94M | 0.01% | 465 |
|
|
2023
Q2 | – | Sell |
-15,060
| Closed | -$4.42M | – | 1420 |
|
|
2023
Q1 | $4.42M | Buy |
+15,060
| New | +$4.42M | 0.04% | 207 |
|