Symphony 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
Q3
$568K Sell
2025
Q2
$557K Buy
2025
Q1
Sell
2024
Q4
$471K Sell
2024
Q3
$1.07M Buy
2024
Q2
$1.01M Buy
2024
Q1
$820K Buy
2023
Q4
$795K Buy
2023
Q3
$710K Sell
2023
Q2
$877K Sell
2023
Q1
$921K Buy
2022
Q4
$602K Sell
2022
Q3
$613K Buy
2022
Q2
$448K Buy
2022
Q1
$424K Buy
2021
Q4
$339K Buy