Stonegate Investment 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
Q3
$636K Buy
2025
Q2
$604K Buy
2025
Q1
$470K Buy
2024
Q4
$519K Sell
2024
Q3
$732K Sell
2024
Q2
$780K Sell
2024
Q1
$852K Sell
2023
Q4
$912K Sell
2023
Q3
$958K Buy
2023
Q2
$1.1M Sell
2023
Q1
$1.06M Sell
2022
Q4
$1.16M Sell
2022
Q3
$5.28M Buy
2022
Q2
$4.83M Buy
2022
Q1
$6.6M Buy
2021
Q4
$7.78M Buy