Sovran Advisors’s Rockwell Automation ROK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$978K Sell
2,893
-179
-6% -$60.5K 0.1% 209
2025
Q1
$714K Buy
3,072
+1,343
+78% +$312K 0.09% 225
2024
Q4
$479K Buy
+1,729
New +$479K 0.07% 266