Octavia 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 Q1	–	Sell	-1,884	Closed	-$538K	–	234
2024 Q4	$538K	Hold	1,884	–	–	0.07%	113
2024 Q3	$506K	Buy	1,884 +152	+9%	+$40.8K	0.06%	115
2024 Q2	$477K	Buy	+1,732	New	+$477K	0.06%	118