Trifecta Capital 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 | $1.99K | Hold |
6
| – | – | ﹤0.01% | 342 |
|
|
2025
Q1 | $1.55K | Hold |
6
| – | – | ﹤0.01% | 334 |
|
|
2024
Q4 | $1.72K | Hold |
6
| – | – | ﹤0.01% | 319 |
|
|
2024
Q3 | $1.61K | Hold |
6
| – | – | ﹤0.01% | 334 |
|
|
2024
Q2 | $1.65K | Hold |
6
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $1.75K | Sell |
6
-16
| -73% | -$4.66K | ﹤0.01% | 322 |
|
|
2023
Q4 | $6.83K | Buy |
22
+16
| +267% | +$4.97K | ﹤0.01% | 228 |
|
|
2023
Q3 | $1.72K | Hold |
6
| – | – | ﹤0.01% | 324 |
|
|
2023
Q2 | $1.98K | Hold |
6
| – | – | ﹤0.01% | 308 |
|
|
2023
Q1 | $1.76K | Hold |
6
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $1.55K | Buy |
+6
| New | +$1.55K | ﹤0.01% | 342 |
|