Professional Financial Advisors’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-700	Closed	-$251K	–	156
2026 Q1	$251K	Hold	700	–	–	0.05%	125
2025 Q4	$272K	Hold	700	–	–	0.06%	112
2025 Q3	$245K	Hold	700	–	–	0.05%	114
2025 Q2	$233K	Buy	+700	New	+$199K	0.05%	107
2025 Q1	–	Sell	-700	Closed	-$200K	–	113
2024 Q4	$200K	Buy	+700	New	+$197K	0.05%	106
2024 Q2	–	Sell	-700	Closed	-$204K	–	103
2024 Q1	$204K	Hold	700	–	–	0.06%	100
2023 Q4	$217K	Hold	700	–	–	0.07%	89
2023 Q3	$200K	Hold	700	–	–	0.09%	89
2023 Q2	$231K	Buy	+700	New	+$202K	0.12%	71
2022 Q4	–	Sell	-700	Closed	-$151K	–	370
2022 Q3	$151K	Hold	700	–	–	0.09%	82
2022 Q2	$140K	Hold	700	–	–	0.08%	90
2022 Q1	$196K	Hold	700	–	–	0.08%	76
2021 Q4	$244K	Hold	700	–	–	0.11%	95
2021 Q3	$206K	Hold	700	–	–	0.12%	83
2021 Q2	$199K	Hold	700	–	–	0.11%	89
2021 Q1	$186K	Hold	700	–	–	0.12%	84
2020 Q4	$176K	Hold	700	–	–	0.14%	80
2020 Q3	$166K	Buy	+700	New	+$156K	0.15%	82

Other funds holding ROK