Rothschild Investment LLC’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 | $127K | Sell |
381
-166
| -30% | -$55.1K | 0.01% | 591 |
|
|
2025
Q1 | $141K | Sell |
547
-4
| -0.7% | -$1.03K | 0.01% | 566 |
|
|
2024
Q4 | $157K | Hold |
551
| – | – | 0.01% | 556 |
|
|
2024
Q3 | $148K | Buy |
551
+37
| +7% | +$9.93K | 0.01% | 575 |
|
|
2024
Q2 | $141K | Buy |
514
+18
| +4% | +$4.96K | 0.01% | 555 |
|
|
2024
Q1 | $145K | Buy |
496
+12
| +2% | +$3.5K | 0.01% | 523 |
|
|
2023
Q4 | $150K | Buy |
+484
| New | +$150K | 0.01% | 465 |
|