North Ridge Wealth 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 | $468K | Hold |
1,410
| – | – | 0.29% | 32 |
|
|
2025
Q1 | $364K | Hold |
1,410
| – | – | 0.24% | 33 |
|
|
2024
Q4 | $403K | Hold |
1,410
| – | – | 0.28% | 35 |
|
|
2024
Q3 | $379K | Hold |
1,410
| – | – | 0.26% | 36 |
|
|
2024
Q2 | $388K | Hold |
1,410
| – | – | 0.29% | 34 |
|
|
2024
Q1 | $411K | Hold |
1,410
| – | – | 0.32% | 32 |
|
|
2023
Q4 | $438K | Hold |
1,410
| – | – | 0.36% | 33 |
|
|
2023
Q3 | $403K | Hold |
1,410
| – | – | 0.39% | 32 |
|
|
2023
Q2 | $465K | Hold |
1,410
| – | – | 0.44% | 31 |
|
|
2023
Q1 | $414K | Buy |
+1,410
| New | +$414K | 0.41% | 29 |
|