Stiles Financial Services’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 | $709K | Buy |
2,135
+1
| +0% | +$332 | 0.24% | 94 |
|
|
2025
Q1 | $552K | Sell |
2,134
-118
| -5% | -$30.5K | 0.21% | 106 |
|
|
2024
Q4 | $643K | Buy |
2,252
+7
| +0.3% | +$2K | 0.23% | 100 |
|
|
2024
Q3 | $603K | Sell |
2,245
-64
| -3% | -$17.2K | 0.21% | 98 |
|
|
2024
Q2 | $636K | Buy |
2,309
+7
| +0.3% | +$1.93K | 0.24% | 90 |
|
|
2024
Q1 | $671K | Sell |
2,302
-132
| -5% | -$38.5K | 0.27% | 90 |
|
|
2023
Q4 | $756K | Sell |
2,434
-79
| -3% | -$24.5K | 0.34% | 78 |
|
|
2023
Q3 | $718K | Buy |
2,513
+6
| +0.2% | +$1.72K | 0.37% | 81 |
|
|
2023
Q2 | $826K | Buy |
2,507
+91
| +4% | +$30K | 0.41% | 72 |
|
|
2023
Q1 | $709K | Sell |
2,416
-6
| -0.2% | -$1.76K | 0.38% | 79 |
|
|
2022
Q4 | $624K | Sell |
2,422
-103
| -4% | -$26.5K | 0.36% | 81 |
|
|
2022
Q3 | $543K | Buy |
2,525
+107
| +4% | +$23K | 0.33% | 85 |
|
|
2022
Q2 | $482K | Buy |
2,418
+6
| +0.2% | +$1.2K | 0.29% | 93 |
|
|
2022
Q1 | $675K | Buy |
2,412
+7
| +0.3% | +$1.96K | 0.34% | 86 |
|
|
2021
Q4 | $839K | Buy |
+2,405
| New | +$839K | 0.4% | 73 |
|