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Legacy Advisors’s Rockwell Automation ROK Stock Holding History

Legacy Advisors’s Portfolio ROK Stock Details ROK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,178
Closed -$304K – 326
2025
Q1 		$304K Buy
1,178
+289
+33% +$74.7K 0.03% 321
2024
Q4 		$254K Buy
+889
New +$254K 0.02% 338