Rise 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 | $23.9K | Hold |
72
| – | – | 0.01% | 433 |
|
|
2025
Q1 | $18.6K | Sell |
72
-4
| -5% | -$1.03K | 0.01% | 543 |
|
|
2024
Q4 | $21.8K | Hold |
76
| – | – | 0.01% | 601 |
|
|
2024
Q3 | $20.4K | Hold |
76
| – | – | 0.01% | 669 |
|
|
2024
Q2 | $20.8K | Buy |
76
+1
| +1% | +$274 | 0.01% | 612 |
|
|
2024
Q1 | $22K | Buy |
+75
| New | +$22K | 0.01% | 588 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$587 | – | 780 |
|
|
2023
Q1 | $587 | Buy |
+2
| New | +$587 | ﹤0.01% | 723 |
|