United Capital Financial Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $637K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $886K | Buy |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $469K | Buy |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $433K | Sell |
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|
2020
Q1 | $484K | Sell |
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|
2019
Q4 | $863K | Buy |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $722K | Buy |
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|
2019
Q1 | $733K | Sell |
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|
2018
Q4 | $645K | Buy |
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|
2018
Q3 | $659K | Buy |
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|
2018
Q2 | $553K | Sell |
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|
2018
Q1 | $689K | Sell |
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|
2017
Q4 | $882K | Sell |
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|
2017
Q3 | $823K | Sell |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $775K | Buy |
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|
2016
Q4 | $590K | Buy |
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|
2016
Q3 | $512K | Sell |
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|
2016
Q2 | $564K | Buy |
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|
2016
Q1 | $478K | Buy |
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|
2015
Q4 | $419K | Buy |
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|
2015
Q3 | $388K | Buy |
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|
2015
Q2 | $466K | Sell |
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|
2015
Q1 | $449K | Buy |
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|
2014
Q4 | $416K | Sell |
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|
2014
Q3 | $430K | Buy |
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