Prosperity Capital Advisors’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 | $282K | Sell |
849
-164
| -16% | -$54.5K | 0.03% | 236 |
|
|
2025
Q1 | $262K | Sell |
1,013
-8
| -0.8% | -$2.07K | 0.02% | 313 |
|
|
2024
Q4 | $292K | Sell |
1,021
-109
| -10% | -$31.2K | 0.02% | 286 |
|
|
2024
Q3 | $303K | Buy |
1,130
+117
| +12% | +$31.4K | 0.03% | 273 |
|
|
2024
Q2 | $279K | Sell |
1,013
-421
| -29% | -$116K | 0.03% | 249 |
|
|
2024
Q1 | $418K | Buy |
+1,434
| New | +$418K | 0.05% | 227 |
|