Taylor Financial Group’s Rockwell Automation ROK Stock Holding History

Taylor Financial Group’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$576K	Hold
2025 Q2	$547K	Hold
2025 Q1	$426K	Hold
2024 Q4	$471K	Hold
2024 Q3	$442K	Sell
2024 Q2	$524K	Hold
2024 Q1	$554K	Sell
2023 Q4	$597K	Buy