Texas Capital Bank Wealth Management Services’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	$379K	Sell	1,142 -3	-0.3%	-$997	0.04%	154
2025 Q1	$296K	Buy	1,145 +1	+0.1%	+$258	0.03%	161
2024 Q4	$327K	Hold	1,144	–	–	0.03%	131
2024 Q3	$307K	Buy	+1,144	New	+$307K	0.03%	153