Leibman Financial Services’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 | – | Sell |
-4,660
| Closed | -$1.2M | – | 57 |
|
|
2025
Q1 | $1.2M | Hold |
4,660
| – | – | 0.94% | 36 |
|
|
2024
Q4 | $1.33M | Hold |
4,660
| – | – | 0.97% | 38 |
|
|
2024
Q3 | $1.25M | Hold |
4,660
| – | – | 0.89% | 35 |
|
|
2024
Q2 | $1.28M | Hold |
4,660
| – | – | 0.95% | 36 |
|
|
2024
Q1 | $1.36M | Hold |
4,660
| – | – | 1.04% | 34 |
|
|
2023
Q4 | $1.45M | Buy |
+4,660
| New | +$1.45M | 1.2% | 33 |
|