NorthRock Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-954
| Closed | -$273K | – | 880 |
|
2024
Q4 | $273K | Sell |
954
-204
| -18% | -$58.3K | 0.01% | 497 |
|
2024
Q3 | $311K | Buy |
1,158
+250
| +28% | +$67.1K | 0.01% | 482 |
|
2024
Q2 | $250K | Sell |
908
-180
| -17% | -$49.6K | 0.01% | 518 |
|
2024
Q1 | $317K | Buy |
1,088
+2
| +0.2% | +$583 | 0.01% | 466 |
|
2023
Q4 | $337K | Buy |
+1,086
| New | +$337K | 0.01% | 429 |
|