Principal Securities’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 | $377K | Buy |
1,134
+17
| +2% | +$5.65K | 0.01% | 979 |
|
|
2025
Q1 | $319K | Hold |
1,117
| – | – | 0.01% | 944 |
|
|
2024
Q4 | $319K | Buy |
1,117
+182
| +19% | +$52K | 0.01% | 940 |
|
|
2024
Q3 | $251K | Buy |
935
+11
| +1% | +$2.95K | 0.01% | 1012 |
|
|
2024
Q2 | $254K | Sell |
924
-46
| -5% | -$12.7K | 0.01% | 952 |
|
|
2024
Q1 | $283K | Buy |
970
+72
| +8% | +$21K | 0.01% | 882 |
|
|
2023
Q4 | $279K | Buy |
+898
| New | +$279K | 0.01% | 817 |
|