Summit Financial’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
Q2
$2.17M Buy
2025
Q1
$1.01M Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.12M Sell
2024
Q2
$1.16M Buy
2024
Q1
$1.2M Sell
2023
Q4
$1.32M Buy
2023
Q3
$1.21M Sell
2023
Q2
$2.21M Buy
2023
Q1
$1.17M Buy
2022
Q4
$991K Sell
2022
Q3
$1.42M Buy
2022
Q2
$1.04M Buy
2022
Q1
$1.41M Buy
2021
Q4
$1.52M Buy
2021
Q3
$904K Buy
2021
Q2
$415K Buy