Transamerica Financial Advisors’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 | $18.4K | Buy |
56
+8
| +17% | +$2.63K | ﹤0.01% | 337 |
|
|
2025
Q1 | $13K | Buy |
48
+19
| +66% | +$5.15K | ﹤0.01% | 340 |
|
|
2024
Q4 | $9K | Buy |
+29
| New | +$9K | ﹤0.01% | 338 |
|
|
2020
Q3 | – | Sell |
-47
| Closed | -$10K | – | 414 |
|
|
2020
Q2 | $10K | Buy |
+47
| New | +$10K | ﹤0.01% | 251 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$1K | – | 430 |
|
|
2019
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 512 |
|
|
2016
Q2 | – | Sell |
-75
| Closed | -$9K | – | 650 |
|
|
2016
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 565 |
|
|
2015
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 632 |
|
|
2015
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 611 |
|
|
2015
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 635 |
|
|
2015
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 640 |
|
|
2014
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 514 |
|
|
2014
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 483 |
|
|
2014
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 503 |
|
|
2014
Q1 | $10K | Hold |
75
| – | – | ﹤0.01% | 467 |
|
|
2013
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 466 |
|
|
2013
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 444 |
|
|
2013
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 450 |
|