Prospera Financial Services’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 | $1.4M | Buy |
4,228
+162
| +4% | +$53.8K | 0.03% | 558 |
|
|
2025
Q1 | $1.05M | Buy |
4,066
+39
| +1% | +$10.1K | 0.02% | 553 |
|
|
2024
Q4 | $1.15M | Sell |
4,027
-6
| -0.1% | -$1.72K | 0.03% | 499 |
|
|
2024
Q3 | $1.08M | Buy |
4,033
+37
| +0.9% | +$9.94K | 0.03% | 491 |
|
|
2024
Q2 | $1.1M | Buy |
3,996
+960
| +32% | +$264K | 0.03% | 476 |
|
|
2024
Q1 | $885K | Buy |
3,036
+63
| +2% | +$18.4K | 0.03% | 532 |
|
|
2023
Q4 | $923K | Sell |
2,973
-109
| -4% | -$33.8K | 0.03% | 494 |
|
|
2023
Q3 | $883K | Buy |
3,082
+527
| +21% | +$151K | 0.03% | 446 |
|
|
2023
Q2 | $844K | Buy |
2,555
+68
| +3% | +$22.5K | 0.03% | 461 |
|
|
2023
Q1 | $731K | Sell |
2,487
-1
| -0% | -$294 | 0.03% | 507 |
|
|
2022
Q4 | $641K | Buy |
+2,488
| New | +$641K | 0.03% | 471 |
|
|
2022
Q3 | – | Sell |
-405
| Closed | -$81K | – | 1430 |
|
|
2022
Q2 | $81K | Sell |
405
-389
| -49% | -$77.8K | ﹤0.01% | 941 |
|
|
2022
Q1 | $223K | Buy |
+794
| New | +$223K | 0.01% | 850 |
|
|
2020
Q4 | – | Sell |
-658
| Closed | -$145K | – | 1375 |
|
|
2020
Q3 | $145K | Buy |
+658
| New | +$145K | 0.06% | 312 |
|
|
2018
Q4 | – | Sell |
-1,745
| Closed | -$318K | – | 432 |
|
|
2018
Q3 | $318K | Sell |
1,745
-265
| -13% | -$48.3K | 0.06% | 298 |
|
|
2018
Q2 | $341K | Sell |
2,010
-610
| -23% | -$103K | 0.05% | 314 |
|
|
2018
Q1 | $455K | Buy |
2,620
+82
| +3% | +$14.2K | 0.06% | 253 |
|
|
2017
Q4 | $507K | Sell |
2,538
-922
| -27% | -$184K | 0.08% | 214 |
|
|
2017
Q3 | $631K | Buy |
3,460
+216
| +7% | +$39.4K | 0.1% | 195 |
|
|
2017
Q2 | $528K | Buy |
+3,244
| New | +$528K | 0.08% | 210 |
|