Live Oak Private Wealth’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Hold |
|
|||||
|
2025
Q2 | $332K | Sell |
|
|||||
|
2025
Q1 | $276K | Buy |
|
|||||
|
2024
Q4 | $300K | Buy |
|
|||||
|
2024
Q3 | $279K | Hold |
|
|||||
|
2024
Q2 | $287K | Buy |
|
|||||
|
2024
Q1 | $301K | Hold |
|
|||||
|
2023
Q4 | $321K | Hold |
|
|||||
|
2023
Q3 | $295K | Hold |
|
|||||
|
2023
Q2 | $340K | Hold |
|
|||||
|
2023
Q1 | $303K | Hold |
|
|||||
|
2022
Q4 | $266K | Hold |
|
|||||
|
2022
Q3 | $222K | Hold |
|
|||||
|
2022
Q2 | $206K | Buy |
|
|||||
|
2022
Q1 | $282K | Buy |
|