United Bank (Virginia)’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,115
| Closed | -$299K | – | 144 |
|
|
2024
Q3 | $299K | Hold |
1,115
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $307K | Hold |
1,115
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $325K | Hold |
1,115
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $346K | Hold |
1,115
| – | – | 0.04% | 110 |
|
|
2023
Q3 | $319K | Hold |
1,115
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $367K | Hold |
1,115
| – | – | 0.05% | 111 |
|
|
2023
Q1 | $327K | Hold |
1,115
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $287K | Hold |
1,115
| – | – | 0.04% | 123 |
|
|
2022
Q3 | $240K | Hold |
1,115
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $222K | Hold |
1,115
| – | – | 0.03% | 142 |
|
|
2022
Q1 | $312K | Hold |
1,115
| – | – | 0.04% | 129 |
|
|
2021
Q4 | $389K | Hold |
1,115
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $328K | Hold |
1,115
| – | – | 0.04% | 132 |
|
|
2021
Q2 | $319K | Hold |
1,115
| – | – | 0.04% | 131 |
|
|
2021
Q1 | $296K | Hold |
1,115
| – | – | 0.04% | 141 |
|
|
2020
Q4 | $280K | Hold |
1,115
| – | – | 0.04% | 141 |
|
|
2020
Q3 | $246K | Hold |
1,115
| – | – | 0.04% | 126 |
|
|
2020
Q2 | $237K | Buy |
+1,115
| New | +$216K | 0.04% | 122 |
|
|
2020
Q1 | – | Sell |
-1,115
| Closed | -$226K | – | 132 |
|
|
2019
Q4 | $226K | Buy |
+1,115
| New | +$207K | 0.04% | 132 |
|
|
2019
Q2 | – | Sell |
-1,258
| Closed | -$221K | – | 146 |
|
|
2019
Q1 | $221K | Sell |
1,258
-333
| -21% | -$56.6K | 0.04% | 134 |
|
|
2018
Q4 | $240K | Buy |
1,591
+63
| +4% | +$10.5K | 0.05% | 137 |
|
|
2018
Q3 | $287K | Buy |
1,528
+8
| +0.5% | +$1.43K | 0.06% | 118 |
|
|
2018
Q2 | $253K | Sell |
1,520
-1,782
| -54% | -$310K | 0.06% | 115 |
|
|
2018
Q1 | $576K | Sell |
3,302
-6,971
| -68% | -$1.32M | 0.13% | 69 |
|
|
2017
Q4 | $2.02M | Sell |
10,273
-1,847
| -15% | -$352K | 0.5% | 39 |
|
|
2017
Q3 | $2.16M | Sell |
12,120
-419
| -3% | -$69.7K | 2.06% | 23 |
|
|
2017
Q2 | $2.03M | Buy |
12,539
+72
| +0.6% | +$11.4K | 1.98% | 25 |
|
|
2017
Q1 | $1.94M | Buy |
12,467
+6,981
| +127% | +$1.04M | 1.99% | 24 |
|
|
2016
Q4 | $737K | Hold |
5,486
| – | – | 0.9% | 31 |
|
|
2016
Q3 | $671K | Hold |
5,486
| – | – | 0.72% | 38 |
|
|
2016
Q2 | $630K | Hold |
5,486
| – | – | 0.62% | 40 |
|
|
2016
Q1 | $624K | Buy |
5,486
+632
| +13% | +$64.1K | 0.63% | 41 |
|
|
2015
Q4 | $498K | Hold |
4,854
| – | – | 0.6% | 34 |
|
|
2015
Q3 | $493K | Hold |
4,854
| – | – | 0.67% | 34 |
|
|
2015
Q2 | $605K | Buy |
4,854
+500
| +11% | +$60.2K | 0.88% | 28 |
|
|
2015
Q1 | $505K | Buy |
+4,354
| New | +$489K | 0.8% | 29 |
|
Other funds holding ROK
United Bank (Virginia)'s ROK Position: Q4 2024 in Review
United Bank (Virginia) sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 1,115 shares — an estimated $299K sold.
United Bank (Virginia) first reported a position in ROK in Q1 2015 and held it in 36 quarters. The position peaked at $2.16M in Q3 2017. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.
- United Bank (Virginia) reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
- United Bank (Virginia) sold 1,115 Rockwell Automation shares in Q4 2024, an estimated $299K.
- United Bank (Virginia) first reported a position in Rockwell Automation in Q1 2015 and held it in 36 quarters.
- United Bank (Virginia)'s Rockwell Automation position peaked at $2.16M in Q3 2017.
- 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.
Based on United Bank (Virginia)'s 13F filing for Q4 2024, filed 14 May 2025.