Summit X LLC’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 | $373K | Buy |
1,124
+7
| +0.6% | +$2.33K | 0.07% | 168 |
|
|
2025
Q1 | $289K | Sell |
1,117
-1
| -0.1% | -$258 | 0.06% | 176 |
|
|
2024
Q4 | $320K | Buy |
1,118
+2
| +0.2% | +$572 | 0.07% | 156 |
|
|
2024
Q3 | $307K | Buy |
1,116
+161
| +17% | +$44.3K | 0.07% | 154 |
|
|
2024
Q2 | $263K | Hold |
955
| – | – | 0.06% | 198 |
|
|
2024
Q1 | $278K | Buy |
+955
| New | +$278K | 0.07% | 164 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$221 | – | 388 |
|
|
2020
Q3 | $221 | Buy |
+20
| New | +$221 | ﹤0.01% | 410 |
|