Lee Financial’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38
| Closed | -$11.8K | – | 672 |
|
|
2023
Q4 | $11.8K | Sell |
38
-9
| -19% | -$2.8K | ﹤0.01% | 401 |
|
|
2023
Q3 | $13.4K | Hold |
47
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $15.5K | Sell |
47
-52
| -53% | -$17.1K | ﹤0.01% | 344 |
|
|
2023
Q1 | $29.1K | Buy |
99
+35
| +55% | +$10.3K | 0.01% | 272 |
|
|
2022
Q4 | $16.5K | Hold |
64
| – | – | ﹤0.01% | 383 |
|
|
2022
Q3 | $14K | Buy |
64
+6
| +10% | +$1.31K | ﹤0.01% | 389 |
|
|
2022
Q2 | $12K | Buy |
+58
| New | +$12K | ﹤0.01% | 425 |
|