Shelton Capital Management’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 | $213K | Sell |
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|
2025
Q2 | $212K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $252K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $299K | Hold |
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|
2014
Q3 | $295K | Hold |
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|
2014
Q2 | $336K | Hold |
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|
2014
Q1 | $334K | Hold |
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|
2013
Q4 | $317K | Buy |
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|
2013
Q3 | $202K | Buy |
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