Sunbelt Securities’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 | $199K | Buy |
695
+301
| +76% | +$86.1K | 0.02% | 585 |
|
|
2025
Q1 | $102K | Sell |
394
-301
| -43% | -$77.7K | 0.01% | 727 |
|
|
2024
Q4 | $199K | Buy |
695
+1
| +0.1% | +$286 | 0.02% | 587 |
|
|
2024
Q3 | $186K | Buy |
694
+178
| +34% | +$47.8K | 0.02% | 605 |
|
|
2024
Q2 | $142K | Buy |
516
+1
| +0.2% | +$275 | 0.01% | 656 |
|
|
2024
Q1 | $150K | Buy |
515
+1
| +0.2% | +$291 | 0.02% | 615 |
|
|
2023
Q4 | $159K | Buy |
514
+3
| +0.6% | +$931 | 0.02% | 558 |
|
|
2023
Q3 | $146K | Buy |
511
+1
| +0.2% | +$286 | 0.02% | 562 |
|
|
2023
Q2 | $168K | Buy |
510
+1
| +0.2% | +$329 | 0.02% | 510 |
|
|
2023
Q1 | $146K | Buy |
+509
| New | +$146K | 0.02% | 497 |
|
|
2022
Q2 | – | Sell |
-775
| Closed | -$217K | – | 479 |
|
|
2022
Q1 | $217K | Buy |
775
+17
| +2% | +$4.76K | 0.04% | 424 |
|
|
2021
Q4 | $213K | Buy |
+758
| New | +$213K | 0.03% | 433 |
|