OneDigital Investment 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 | $1.54M | Buy |
4,629
+453
| +11% | +$150K | 0.02% | 510 |
|
|
2025
Q1 | $1.08M | Buy |
4,176
+318
| +8% | +$82.2K | 0.01% | 581 |
|
|
2024
Q4 | $1.1M | Buy |
3,858
+128
| +3% | +$36.6K | 0.01% | 601 |
|
|
2024
Q3 | $1M | Buy |
3,730
+34
| +0.9% | +$9.13K | 0.01% | 654 |
|
|
2024
Q2 | $1.02M | Buy |
3,696
+1,004
| +37% | +$276K | 0.01% | 613 |
|
|
2024
Q1 | $784K | Sell |
2,692
-2,080
| -44% | -$606K | 0.01% | 581 |
|
|
2023
Q4 | $1.48M | Buy |
4,772
+1,402
| +42% | +$435K | 0.03% | 370 |
|
|
2023
Q3 | $964K | Buy |
3,370
+1,920
| +132% | +$549K | 0.02% | 435 |
|
|
2023
Q2 | $478K | Buy |
1,450
+21
| +1% | +$6.92K | 0.01% | 662 |
|
|
2023
Q1 | $419K | Buy |
1,429
+150
| +12% | +$44K | 0.01% | 680 |
|
|
2022
Q4 | $329K | Buy |
+1,279
| New | +$329K | 0.01% | 636 |
|
|
2018
Q3 | – | Sell |
-347
| Closed | -$58K | – | 1177 |
|
|
2018
Q2 | $58K | Buy |
347
+2
| +0.6% | +$334 | 0.01% | 458 |
|
|
2018
Q1 | $60K | Buy |
+345
| New | +$60K | 0.01% | 472 |
|