Kings Point Capital Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $103K | Buy |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $34K | Hold |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $26K | Hold |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $29K | Hold |
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|
2014
Q4 | $28K | Hold |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $31K | Sell |
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|
2014
Q1 | $53K | Buy |
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