True North 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
$230K Buy
+691
New +$230K 0.04% 209
2023
Q4
Sell
-983
Closed -$281K 213
2023
Q3
$281K Buy
+983
New +$281K 0.09% 155