Lake Street Advisors Group’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $230K | Buy |
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|
2018
Q1 | $224K | Hold |
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|
2017
Q4 | $252K | Buy |
|