PFA
Professional Financial Advisors’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+700
| New | +$233K | 0.05% | 107 |
|
|
2025
Q1 | – | Sell |
-700
| Closed | -$200K | – | 113 |
|
|
2024
Q4 | $200K | Buy |
+700
| New | +$200K | 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 | +$231K | 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 | +$166K | 0.15% | 82 |
|