Sound View Wealth Advisors Group’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 Q4	–	Sell	-618	Closed	-$216K	–	434
2025 Q3	$216K	Sell	618 -14	-2%	-$4.83K	0.01%	407
2025 Q2	$210K	Sell	632 -192	-23%	-$54.7K	0.02%	399
2025 Q1	$213K	Sell	824 -1,156	-58%	-$322K	0.02%	382
2024 Q4	$566K	Sell	1,980 -5,537	-74%	-$1.56M	0.05%	247
2024 Q3	$2.02M	Buy	7,517 +1,594	+27%	+$423K	0.16%	125
2024 Q2	$1.63M	Buy	5,923 +363	+7%	+$98K	0.17%	124
2024 Q1	$1.62M	Sell	5,560 -710	-11%	-$204K	0.17%	125
2023 Q4	$1.95M	Buy	6,270 +841	+15%	+$236K	0.21%	112
2023 Q3	$1.55M	Buy	5,429 +1,349	+33%	+$417K	0.19%	107
2023 Q2	$1.34M	Sell	4,080 -239	-6%	-$69K	0.18%	118
2023 Q1	$1.27M	Sell	4,319 -1,951	-31%	-$555K	0.17%	119
2022 Q4	$1.95M	Buy	6,270 +4,635	+283%	+$1.16M	0.21%	112
2022 Q3	$352K	Sell	1,635 -160	-9%	-$37.3K	0.08%	196
2022 Q2	$358K	Buy	1,795 +456	+34%	+$103K	0.07%	200
2022 Q1	$375K	Sell	1,339 -659	-33%	-$189K	0.07%	204
2021 Q4	$697K	Buy	1,998 +113	+6%	+$37.4K	0.13%	144
2021 Q3	$554K	Sell	1,885 -28	-1%	-$8.6K	0.12%	156
2021 Q2	$547K	Buy	+1,913	New	+$516K	0.12%	161