Kestra Private Wealth Services’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 | $1.61M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $358K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $663K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q3 | $596K | Sell |
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|
2021
Q2 | $588K | Buy |
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|
2021
Q1 | $518K | Buy |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $280K | Buy |
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