Klein Pavlis & Peasley Financial’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 | $3.15M | Sell |
9,484
-450
| -5% | -$149K | 2.1% | 13 |
|
|
2025
Q1 | $2.57M | Buy |
9,934
+693
| +7% | +$179K | 1.85% | 20 |
|
|
2024
Q4 | $2.64M | Buy |
9,241
+4,678
| +103% | +$1.34M | 2.14% | 15 |
|
|
2024
Q3 | $1.22M | Buy |
4,563
+210
| +5% | +$56.4K | 0.98% | 38 |
|
|
2024
Q2 | $1.2M | Buy |
4,353
+631
| +17% | +$174K | 1.06% | 38 |
|
|
2024
Q1 | $1.08M | Sell |
3,722
-336
| -8% | -$97.9K | 0.98% | 39 |
|
|
2023
Q4 | $1.26M | Buy |
+4,058
| New | +$1.26M | 1.17% | 32 |
|