New England Capital Financial Advisors’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 | $83.1K | Hold |
250
| – | – | 0.04% | 86 |
|
|
2025
Q1 | $64.7K | Hold |
250
| – | – | 0.03% | 98 |
|
|
2024
Q4 | $71.5K | Hold |
250
| – | – | 0.03% | 97 |
|
|
2024
Q3 | $67.2K | Hold |
250
| – | – | 0.03% | 95 |
|
|
2024
Q2 | $68.9K | Hold |
250
| – | – | 0.04% | 91 |
|
|
2024
Q1 | $72.9K | Hold |
250
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $77.7K | Hold |
250
| – | – | 0.05% | 90 |
|
|
2023
Q3 | $71.6K | Hold |
250
| – | – | 0.05% | 88 |
|
|
2023
Q2 | $82.5K | Hold |
250
| – | – | 0.05% | 83 |
|
|
2023
Q1 | $73.5K | Hold |
250
| – | – | 0.05% | 89 |
|
|
2022
Q4 | $67.6K | Buy |
+250
| New | +$67.6K | 0.05% | 97 |
|