Seven Mile Advisory’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 | $269K | Sell |
811
-26
| -3% | -$8.64K | 0.16% | 129 |
|
|
2025
Q1 | $216K | Sell |
837
-22
| -3% | -$5.68K | 0.14% | 154 |
|
|
2024
Q4 | $245K | Buy |
859
+58
| +7% | +$16.6K | 0.16% | 126 |
|
|
2024
Q3 | $215K | Buy |
801
+32
| +4% | +$8.59K | 0.14% | 151 |
|
|
2024
Q2 | $212K | Buy |
+769
| New | +$212K | 0.16% | 133 |
|
|
2024
Q1 | – | Sell |
-675
| Closed | -$210K | – | 160 |
|
|
2023
Q4 | $210K | Buy |
+675
| New | +$210K | 0.18% | 133 |
|