Mattson Financial 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	$399K	Hold	1,200	–	–	0.11%	136
2025 Q1	$310K	Sell	1,200 -24	-2%	-$6.2K	0.09%	134
2024 Q4	$329K	Buy	1,224 +1,200	+5,000%	+$322K	0.1%	132
2024 Q3	$6.61K	Hold	24	–	–	﹤0.01%	213
2024 Q2	$6.61K	Buy	+24	New	+$6.61K	﹤0.01%	213