Regency Capital Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,680
Closed -$480K 51
2024
Q4
$480K Buy
1,680
+80
+5% +$22.9K 0.26% 41
2024
Q3
$430K Buy
+1,600
New +$430K 0.24% 37
2022
Q3
Sell
-50
Closed -$10K 76
2022
Q2
$10K Buy
+50
New +$10K 0.01% 72