LWA

Lowe Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$82.4K	Hold	248	–	–	0.03%	109
2025 Q1	$64.1K	Hold	248	–	–	0.03%	116
2024 Q4	$70.9K	Hold	248	–	–	0.03%	108
2024 Q3	$66.6K	Hold	248	–	–	0.03%	106
2024 Q2	$68.3K	Hold	248	–	–	0.03%	101
2024 Q1	$72.3K	Hold	248	–	–	0.03%	95
2023 Q4	$77K	Hold	248	–	–	0.04%	86
2023 Q3	$70.9K	Hold	248	–	–	0.04%	88
2023 Q2	$81.7K	Hold	248	–	–	0.04%	86
2023 Q1	$72.8K	Hold	248	–	–	0.04%	85
2022 Q4	$63.9K	Hold	248	–	–	0.04%	90
2022 Q3	$53K	Hold	248	–	–	0.03%	89
2022 Q2	$49K	Hold	248	–	–	0.03%	94
2022 Q1	$69K	Hold	248	–	–	0.03%	86
2021 Q4	$87K	Hold	248	–	–	0.04%	76
2021 Q3	$73K	Hold	248	–	–	0.03%	75
2021 Q2	$71K	Hold	248	–	–	0.03%	73
2021 Q1	$66K	Hold	248	–	–	0.03%	71
2020 Q4	$62K	Hold	248	–	–	0.03%	71
2020 Q3	$55K	Hold	248	–	–	0.03%	68
2020 Q2	$53K	Sell	248 -5	-2%	-$1.07K	0.03%	69
2020 Q1	$38K	Hold	253	–	–	0.03%	73
2019 Q4	$51K	Buy	253 +5	+2%	+$1.01K	0.03%	64
2019 Q3	$41K	Hold	248	–	–	0.02%	73
2019 Q2	$41K	Hold	248	–	–	0.02%	70
2019 Q1	$43K	Hold	248	–	–	0.03%	64
2018 Q4	$37K	Sell	248 -34	-12%	-$5.07K	0.03%	68
2018 Q3	$53K	Hold	282	–	–	0.03%	62
2018 Q2	$47K	Hold	282	–	–	0.03%	64
2018 Q1	$49K	Hold	282	–	–	0.03%	67
2017 Q4	$55K	Hold	282	–	–	0.03%	64
2017 Q3	$50K	Hold	282	–	–	0.03%	64
2017 Q2	$46K	Hold	282	–	–	0.03%	64
2017 Q1	$44K	Hold	282	–	–	0.03%	65
2016 Q4	$38K	Hold	282	–	–	0.03%	65
2016 Q3	$34K	Hold	282	–	–	0.02%	71
2016 Q2	$32K	Hold	282	–	–	0.02%	70
2016 Q1	$32K	Hold	282	–	–	0.02%	71
2015 Q4	$29K	Sell	282 -147	-34%	-$15.1K	0.02%	68
2015 Q3	$44K	Hold	429	–	–	0.03%	57
2015 Q2	$53K	Hold	429	–	–	0.04%	70
2015 Q1	$50K	Hold	429	–	–	0.03%	70
2014 Q4	$48K	Buy	+429	New	+$48K	0.03%	68