Phoenix Financial’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 | $381K | Buy |
1,148
+100
| +10% | +$33.2K | 0.01% | 310 |
|
|
2025
Q1 | $272K | Buy |
+1,048
| New | +$272K | ﹤0.01% | 308 |
|
|
2024
Q1 | – | Sell |
-10,019
| Closed | -$3.5M | – | 442 |
|
|
2023
Q4 | $3.5M | Buy |
10,019
+1,360
| +16% | +$476K | 0.06% | 146 |
|
|
2023
Q3 | $2.48M | Buy |
8,659
+4,892
| +130% | +$1.4M | 0.05% | 162 |
|
|
2023
Q2 | $1.24M | Buy |
3,767
+1,066
| +39% | +$351K | 0.03% | 197 |
|
|
2023
Q1 | $793K | Buy |
2,701
+700
| +35% | +$205K | 0.02% | 194 |
|
|
2022
Q4 | $515K | Buy |
+2,001
| New | +$515K | 0.01% | 215 |
|