Marshall Financial Group (Maryland)’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,003
| Closed | -$875K | – | 191 |
|
|
2024
Q1 | $875K | Buy |
3,003
+338
| +13% | +$98.5K | 0.25% | 110 |
|
|
2023
Q4 | $827K | Buy |
+2,665
| New | +$827K | 0.27% | 106 |
|
|
2022
Q2 | – | Sell |
-3,506
| Closed | -$982K | – | 209 |
|
|
2022
Q1 | $982K | Buy |
3,506
+3
| +0.1% | +$840 | 0.4% | 91 |
|
|
2021
Q4 | $1.22M | Buy |
3,503
+847
| +32% | +$295K | 0.45% | 75 |
|
|
2021
Q3 | $781K | Buy |
2,656
+219
| +9% | +$64.4K | 0.4% | 88 |
|
|
2021
Q2 | $697K | Buy |
+2,437
| New | +$697K | 0.38% | 91 |
|