Spire Wealth Management’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 | $55.9K | Sell |
168
-72
| -30% | -$24K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $62K | Buy |
240
+15
| +7% | +$3.87K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $64.4K | Sell |
225
-30
| -12% | -$8.58K | ﹤0.01% | 1189 |
|
|
2024
Q3 | $68.6K | Sell |
255
-10
| -4% | -$2.69K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $73K | Sell |
265
-15,879
| -98% | -$4.38M | ﹤0.01% | 990 |
|
|
2024
Q1 | $4.7M | Buy |
16,144
+15,628
| +3,029% | +$4.55M | 0.09% | 169 |
|
|
2023
Q4 | $157K | Buy |
516
+255
| +98% | +$77.4K | 0.01% | 831 |
|
|
2023
Q3 | $74.7K | Buy |
261
+25
| +11% | +$7.15K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $77.9K | Buy |
236
+1
| +0.4% | +$330 | ﹤0.01% | 1045 |
|
|
2023
Q1 | $69K | Buy |
235
+54
| +30% | +$15.9K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $47K | Sell |
181
-3
| -2% | -$779 | ﹤0.01% | 1011 |
|
|
2022
Q3 | $40K | Sell |
184
-79
| -30% | -$17.2K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $52K | Sell |
263
-326
| -55% | -$64.5K | ﹤0.01% | 1276 |
|
|
2022
Q1 | $165K | Sell |
589
-32,726
| -98% | -$9.17M | ﹤0.01% | 966 |
|
|
2021
Q4 | $11.7M | Buy |
33,315
+2,404
| +8% | +$841K | 0.26% | 108 |
|
|
2021
Q3 | $9.09M | Buy |
30,911
+2,513
| +9% | +$739K | 0.24% | 116 |
|
|
2021
Q2 | $8.14M | Buy |
28,398
+833
| +3% | +$239K | 0.22% | 122 |
|
|
2021
Q1 | $7.26M | Buy |
+27,565
| New | +$7.26M | 0.19% | 128 |
|