Sequoia Financial Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Buy |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $9.98M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $727K | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $879K | Sell |
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|
2020
Q4 | $846K | Buy |
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|
2020
Q3 | $723K | Buy |
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|
2020
Q2 | $696K | Sell |
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|
2020
Q1 | $511K | Buy |
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|
2019
Q4 | $497K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $389K | Buy |
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|
2018
Q4 | $323K | Hold |
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|
2018
Q3 | $403K | Hold |
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|
2018
Q2 | $357K | Hold |
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|
2018
Q1 | $374K | Hold |
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|
2017
Q4 | $422K | Sell |
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|
2017
Q3 | $392K | Buy |
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|
2017
Q2 | $328K | Hold |
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|
2017
Q1 | $315K | Hold |
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|
2016
Q4 | $272K | Buy |
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|
2016
Q3 | $217K | Hold |
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|
2016
Q2 | $204K | Hold |
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|
2016
Q1 | $202K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $201K | Buy |
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