Legend Financial Advisors’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 | $38.9K | Buy |
+117
| New | +$38.9K | 0.03% | 64 |
|
|
2025
Q1 | – | Sell |
-130
| Closed | -$37.2K | – | 202 |
|
|
2024
Q4 | $37.2K | Sell |
130
-20
| -13% | -$5.72K | 0.03% | 59 |
|
|
2024
Q3 | $40.3K | Sell |
150
-37
| -20% | -$9.93K | 0.03% | 51 |
|
|
2024
Q2 | $51.5K | Sell |
187
-28
| -13% | -$7.71K | 0.04% | 59 |
|
|
2024
Q1 | $62.6K | Hold |
215
| – | – | 0.05% | 52 |
|
|
2023
Q4 | $66.8K | Hold |
215
| – | – | 0.05% | 51 |
|
|
2023
Q3 | $61.5K | Hold |
215
| – | – | 0.05% | 62 |
|
|
2023
Q2 | $70.8K | Hold |
215
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $63.1K | Hold |
215
| – | – | 0.05% | 59 |
|
|
2022
Q4 | $55.4K | Hold |
215
| – | – | 0.05% | 68 |
|
|
2022
Q3 | $46.2K | Buy |
+215
| New | +$46.2K | 0.04% | 65 |
|