Keener Financial Planning’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 | $92K | Hold |
278
| – | – | 0.05% | 75 |
|
|
2025
Q1 | $71K | Hold |
278
| – | – | 0.05% | 72 |
|
|
2024
Q4 | $79K | Hold |
278
| – | – | 0.05% | 74 |
|
|
2024
Q3 | $74K | Hold |
278
| – | – | 0.05% | 69 |
|
|
2024
Q2 | $76K | Hold |
278
| – | – | 0.05% | 74 |
|
|
2024
Q1 | $81K | Hold |
278
| – | – | 0.06% | 73 |
|
|
2023
Q4 | $86K | Buy |
+278
| New | +$86K | 0.07% | 71 |
|