LRI Investments’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 | $673K | Hold |
2,026
| – | – | 0.06% | 148 |
|
|
2025
Q1 | $524K | Hold |
2,026
| – | – | 0.05% | 161 |
|
|
2024
Q4 | $579K | Buy |
2,026
+6
| +0.3% | +$1.72K | 0.06% | 125 |
|
|
2024
Q3 | $579K | Buy |
2,020
+1,973
| +4,198% | +$565K | 0.06% | 136 |
|
|
2024
Q2 | $13K | Buy |
47
+27
| +135% | +$7.44K | ﹤0.01% | 699 |
|
|
2024
Q1 | $5.83K | Buy |
+20
| New | +$5.83K | ﹤0.01% | 599 |
|