Tradition Wealth Management’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 | $320K | Sell |
964
-1
| -0.1% | -$332 | 0.03% | 337 |
|
|
2025
Q1 | $249K | Buy |
965
+5
| +0.5% | +$1.29K | 0.02% | 373 |
|
|
2024
Q4 | $274K | Buy |
960
+4
| +0.4% | +$1.14K | 0.02% | 336 |
|
|
2024
Q3 | $257K | Buy |
956
+6
| +0.6% | +$1.61K | 0.02% | 350 |
|
|
2024
Q2 | $261K | Buy |
950
+5
| +0.5% | +$1.38K | 0.03% | 333 |
|
|
2024
Q1 | $275K | Buy |
945
+87
| +10% | +$25.3K | 0.03% | 317 |
|
|
2023
Q4 | $266K | Sell |
858
-1
| -0.1% | -$310 | 0.03% | 289 |
|
|
2023
Q3 | $246K | Buy |
859
+3
| +0.4% | +$859 | 0.03% | 279 |
|
|
2023
Q2 | $282K | Buy |
856
+10
| +1% | +$3.29K | 0.03% | 258 |
|
|
2023
Q1 | $248K | Buy |
846
+3
| +0.4% | +$879 | 0.03% | 271 |
|
|
2022
Q4 | $217K | Buy |
843
+4
| +0.5% | +$1.03K | 0.03% | 257 |
|
|
2022
Q3 | $180K | Buy |
839
+157
| +23% | +$33.7K | 0.03% | 273 |
|
|
2022
Q2 | $136K | Buy |
682
+4
| +0.6% | +$798 | 0.02% | 313 |
|
|
2022
Q1 | $190K | Hold |
678
| – | – | 0.02% | 302 |
|
|
2021
Q4 | $237K | Buy |
678
+5
| +0.7% | +$1.75K | 0.03% | 277 |
|
|
2021
Q3 | $198K | Buy |
673
+2
| +0.3% | +$588 | 0.03% | 273 |
|
|
2021
Q2 | $192K | Buy |
671
+89
| +15% | +$25.5K | 0.03% | 289 |
|
|
2021
Q1 | $155K | Buy |
582
+2
| +0.3% | +$533 | 0.03% | 273 |
|
|
2020
Q4 | $145K | Buy |
+580
| New | +$145K | 0.03% | 263 |
|