Level Four Advisory 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 | $260K | Sell |
783
-45
| -5% | -$14.9K | 0.01% | 682 |
|
|
2025
Q1 | $214K | Buy |
+828
| New | +$214K | 0.01% | 706 |
|
|
2023
Q3 | – | Sell |
-659
| Closed | -$217K | – | 834 |
|
|
2023
Q2 | $217K | Sell |
659
-151
| -19% | -$49.7K | 0.01% | 716 |
|
|
2023
Q1 | $238K | Sell |
810
-90
| -10% | -$26.4K | 0.02% | 643 |
|
|
2022
Q4 | $232K | Buy |
+900
| New | +$232K | 0.02% | 583 |
|
|
2022
Q2 | – | Sell |
-947
| Closed | -$265K | – | 632 |
|
|
2022
Q1 | $265K | Buy |
+947
| New | +$265K | 0.02% | 537 |
|