SageView Advisory Group’s Rockwell Automation ROK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,136	Closed	-$1.58M	–	769
2023 Q4	$1.58M	Buy	5,136 +24	+0.5%	+$7.37K	0.07%	184
2023 Q3	$1.46M	Buy	5,112 +17	+0.3%	+$4.86K	0.08%	151
2023 Q2	$1.68M	Buy	+5,095	New	+$1.68M	0.09%	135