Sonora Investment Management 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
$271K Sell
817
-132
-14% -$43.8K 0.02% 232
2025
Q1
$245K Sell
949
-181
-16% -$46.8K 0.02% 238
2024
Q4
$323K Buy
1,130
+113
+11% +$32.3K 0.02% 210
2024
Q3
$273K Buy
1,017
+37
+4% +$9.93K 0.02% 230
2024
Q2
$286K Hold
980
0.02% 228
2024
Q1
$286K Buy
980
+311
+46% +$90.6K 0.02% 229
2023
Q4
$208K Buy
+669
New +$208K 0.02% 247