ORG 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
Q2 | $56.2K | Sell |
166
-4
| -2% | -$1.35K | 0.01% | 516 |
|
|
2025
Q1 | $44K | Sell |
170
-42
| -20% | -$10.9K | 0.01% | 517 |
|
|
2024
Q4 | $60.6K | Buy |
212
+16
| +8% | +$4.57K | 0.01% | 516 |
|
|
2024
Q3 | $52.6K | Sell |
196
-171
| -47% | -$45.9K | 0.01% | 507 |
|
|
2024
Q2 | $97.4K | Buy |
+367
| New | +$97.4K | 0.01% | 612 |
|
|
2023
Q4 | – | Sell |
-527
| Closed | -$151K | – | 1311 |
|
|
2023
Q3 | $151K | Hold |
527
| – | – | 0.04% | 330 |
|
|
2023
Q2 | $174K | Buy |
+527
| New | +$174K | 0.03% | 397 |
|