Pure Financial 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 | $564K | Buy |
1,699
+65
| +4% | +$21.6K | 0.01% | 274 |
|
|
2025
Q1 | $422K | Buy |
1,634
+50
| +3% | +$12.9K | 0.01% | 263 |
|
|
2024
Q4 | $453K | Sell |
1,584
-24
| -1% | -$6.86K | 0.01% | 230 |
|
|
2024
Q3 | $432K | Sell |
1,608
-5
| -0.3% | -$1.34K | 0.01% | 229 |
|
|
2024
Q2 | $444K | Buy |
1,613
+42
| +3% | +$11.6K | 0.01% | 211 |
|
|
2024
Q1 | $458K | Buy |
1,571
+788
| +101% | +$230K | 0.01% | 206 |
|
|
2023
Q4 | $243K | Sell |
783
-83
| -10% | -$25.8K | 0.01% | 266 |
|
|
2023
Q3 | $248K | Buy |
866
+154
| +22% | +$44K | 0.01% | 235 |
|
|
2023
Q2 | $235K | Hold |
712
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $209K | Buy |
+712
| New | +$209K | 0.01% | 241 |
|
|
2019
Q1 | – | Sell |
-1,498
| Closed | -$225K | – | 146 |
|
|
2018
Q4 | $225K | Buy |
+1,498
| New | +$225K | 0.05% | 133 |
|