Taylor Financial Group’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 | $547K | Hold |
1,648
| – | – | 0.34% | 58 |
|
|
2025
Q1 | $426K | Hold |
1,648
| – | – | 0.3% | 67 |
|
|
2024
Q4 | $471K | Hold |
1,648
| – | – | 0.33% | 62 |
|
|
2024
Q3 | $442K | Sell |
1,648
-255
| -13% | -$68.5K | 0.31% | 64 |
|
|
2024
Q2 | $524K | Hold |
1,903
| – | – | 0.4% | 53 |
|
|
2024
Q1 | $554K | Sell |
1,903
-20
| -1% | -$5.83K | 0.42% | 51 |
|
|
2023
Q4 | $597K | Buy |
+1,923
| New | +$597K | 0.49% | 47 |
|