JNBA Financial Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9
| Closed | -$2.57K | – | 675 |
|
|
2024
Q4 | $2.57K | Hold |
9
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $2.42K | Hold |
9
| – | – | ﹤0.01% | 590 |
|
|
2024
Q2 | $2.48K | Hold |
9
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $2.62K | Hold |
9
| – | – | ﹤0.01% | 582 |
|
|
2023
Q4 | $2.8K | Hold |
9
| – | – | ﹤0.01% | 588 |
|
|
2023
Q3 | $2.57K | Hold |
9
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $2.97K | Hold |
9
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $2.64K | Hold |
9
| – | – | ﹤0.01% | 601 |
|
|
2022
Q4 | $2.32K | Hold |
9
| – | – | ﹤0.01% | 578 |
|
|
2022
Q3 | $2K | Sell |
9
-42
| -82% | -$9.33K | ﹤0.01% | 616 |
|
|
2022
Q2 | $10K | Hold |
51
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $14K | Hold |
51
| – | – | ﹤0.01% | 462 |
|
|
2021
Q4 | $18K | Buy |
51
+42
| +467% | +$14.8K | ﹤0.01% | 438 |
|
|
2021
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 648 |
|
|
2021
Q2 | $3K | Sell |
9
-25
| -74% | -$8.33K | ﹤0.01% | 598 |
|
|
2021
Q1 | $9K | Hold |
34
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $9K | Hold |
34
| – | – | ﹤0.01% | 449 |
|
|
2020
Q3 | $8K | Buy |
34
+9
| +36% | +$2.12K | ﹤0.01% | 442 |
|
|
2020
Q2 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 460 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$3K | – | 624 |
|
|
2019
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 526 |
|
|
2016
Q4 | – | Sell |
-369
| Closed | -$45K | – | 1150 |
|
|
2016
Q3 | $45K | Buy |
+369
| New | +$45K | 0.01% | 564 |
|