Smart Money Group’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 | $302K | Buy |
908
+3
| +0.3% | +$996 | 0.09% | 64 |
|
|
2025
Q1 | $234K | Buy |
905
+5
| +0.6% | +$1.29K | 0.08% | 74 |
|
|
2024
Q4 | $257K | Buy |
900
+4
| +0.4% | +$1.14K | 0.09% | 92 |
|
|
2024
Q3 | $239K | Sell |
896
-45
| -5% | -$12K | 0.09% | 91 |
|
|
2024
Q2 | $262K | Buy |
941
+5
| +0.5% | +$1.39K | 0.09% | 85 |
|
|
2024
Q1 | $254K | Sell |
936
-14
| -1% | -$3.8K | 0.1% | 83 |
|
|
2023
Q4 | $295K | Buy |
950
+5
| +0.5% | +$1.55K | 0.13% | 70 |
|
|
2023
Q3 | $270K | Hold |
945
| – | – | 0.13% | 63 |
|
|
2023
Q2 | $311K | Buy |
945
+3
| +0.3% | +$989 | 0.15% | 52 |
|
|
2023
Q1 | $267K | Buy |
942
+4
| +0.4% | +$1.13K | 0.13% | 46 |
|
|
2022
Q4 | $242K | Buy |
938
+4
| +0.4% | +$1.03K | 0.13% | 44 |
|
|
2022
Q3 | $201K | Buy |
+934
| New | +$201K | 0.14% | 44 |
|
|
2022
Q2 | – | Sell |
-946
| Closed | -$265K | – | 56 |
|
|
2022
Q1 | $265K | Sell |
946
-16
| -2% | -$4.48K | 0.18% | 49 |
|
|
2021
Q4 | $336K | Buy |
962
+3
| +0.3% | +$1.05K | 0.21% | 55 |
|
|
2021
Q3 | $282K | Buy |
+959
| New | +$282K | 0.21% | 56 |
|
|
2021
Q2 | – | Sell |
-782
| Closed | -$207K | – | 62 |
|
|
2021
Q1 | $207K | Buy |
+782
| New | +$207K | 0.17% | 60 |
|