United Capital 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 | $1.36M | Sell |
4,105
-558
| -12% | -$185K | 0.01% | 518 |
|
|
2025
Q1 | $1.2M | Sell |
4,663
-318
| -6% | -$82.2K | 0.01% | 526 |
|
|
2024
Q4 | $1.42M | Buy |
4,981
+67
| +1% | +$19.1K | 0.01% | 484 |
|
|
2024
Q3 | $1.32M | Sell |
4,914
-221
| -4% | -$59.3K | 0.01% | 482 |
|
|
2024
Q2 | $1.41M | Buy |
5,135
+27
| +0.5% | +$7.43K | 0.01% | 460 |
|
|
2024
Q1 | $1.49M | Buy |
5,108
+3,057
| +149% | +$891K | 0.01% | 479 |
|
|
2023
Q4 | $637K | Buy |
2,051
+574
| +39% | +$178K | 0.01% | 666 |
|
|
2023
Q3 | $422K | Sell |
1,477
-279
| -16% | -$79.7K | ﹤0.01% | 671 |
|
|
2023
Q2 | $578K | Sell |
1,756
-1,264
| -42% | -$416K | ﹤0.01% | 658 |
|
|
2023
Q1 | $886K | Buy |
3,020
+571
| +23% | +$168K | ﹤0.01% | 606 |
|
|
2022
Q4 | $631K | Buy |
2,449
+53
| +2% | +$13.7K | ﹤0.01% | 721 |
|
|
2022
Q3 | $515K | Buy |
2,396
+934
| +64% | +$201K | ﹤0.01% | 754 |
|
|
2022
Q2 | $291K | Buy |
1,462
+16
| +1% | +$3.19K | ﹤0.01% | 952 |
|
|
2022
Q1 | $405K | Buy |
1,446
+42
| +3% | +$11.8K | ﹤0.01% | 895 |
|
|
2021
Q4 | $490K | Buy |
1,404
+87
| +7% | +$30.4K | ﹤0.01% | 864 |
|
|
2021
Q3 | $387K | Sell |
1,317
-322
| -20% | -$94.6K | ﹤0.01% | 927 |
|
|
2021
Q2 | $469K | Buy |
1,639
+206
| +14% | +$58.9K | ﹤0.01% | 872 |
|
|
2021
Q1 | $380K | Sell |
1,433
-180
| -11% | -$47.7K | ﹤0.01% | 925 |
|
|
2020
Q4 | $405K | Sell |
1,613
-358
| -18% | -$89.9K | ﹤0.01% | 904 |
|
|
2020
Q3 | $435K | Sell |
1,971
-62
| -3% | -$13.7K | ﹤0.01% | 858 |
|
|
2020
Q2 | $433K | Sell |
2,033
-1,177
| -37% | -$251K | ﹤0.01% | 911 |
|
|
2020
Q1 | $484K | Sell |
3,210
-1,049
| -25% | -$158K | ﹤0.01% | 827 |
|
|
2019
Q4 | $863K | Buy |
4,259
+397
| +10% | +$80.4K | 0.01% | 820 |
|
|
2019
Q3 | $636K | Sell |
3,862
-546
| -12% | -$89.9K | ﹤0.01% | 870 |
|
|
2019
Q2 | $722K | Buy |
4,408
+231
| +6% | +$37.8K | ﹤0.01% | 909 |
|
|
2019
Q1 | $733K | Sell |
4,177
-112
| -3% | -$19.7K | 0.01% | 858 |
|
|
2018
Q4 | $645K | Buy |
4,289
+773
| +22% | +$116K | 0.01% | 828 |
|
|
2018
Q3 | $659K | Buy |
3,516
+189
| +6% | +$35.4K | ﹤0.01% | 900 |
|
|
2018
Q2 | $553K | Sell |
3,327
-630
| -16% | -$105K | ﹤0.01% | 923 |
|
|
2018
Q1 | $689K | Sell |
3,957
-507
| -11% | -$88.3K | 0.01% | 873 |
|
|
2017
Q4 | $882K | Sell |
4,464
-153
| -3% | -$30.2K | 0.01% | 823 |
|
|
2017
Q3 | $823K | Sell |
4,617
-2,934
| -39% | -$523K | 0.01% | 826 |
|
|
2017
Q2 | $1.22M | Buy |
7,551
+2,573
| +52% | +$417K | 0.01% | 709 |
|
|
2017
Q1 | $775K | Buy |
4,978
+590
| +13% | +$91.9K | 0.01% | 813 |
|
|
2016
Q4 | $590K | Buy |
4,388
+201
| +5% | +$27K | 0.01% | 892 |
|
|
2016
Q3 | $512K | Sell |
4,187
-714
| -15% | -$87.3K | 0.01% | 966 |
|
|
2016
Q2 | $564K | Buy |
4,901
+701
| +17% | +$80.7K | 0.01% | 882 |
|
|
2016
Q1 | $478K | Buy |
4,200
+121
| +3% | +$13.8K | 0.01% | 892 |
|
|
2015
Q4 | $419K | Buy |
4,079
+252
| +7% | +$25.9K | ﹤0.01% | 925 |
|
|
2015
Q3 | $388K | Buy |
3,827
+89
| +2% | +$9.02K | ﹤0.01% | 972 |
|
|
2015
Q2 | $466K | Sell |
3,738
-46
| -1% | -$5.74K | 0.01% | 944 |
|
|
2015
Q1 | $449K | Buy |
3,784
+44
| +1% | +$5.22K | 0.01% | 934 |
|
|
2014
Q4 | $416K | Sell |
3,740
-171
| -4% | -$19K | 0.01% | 877 |
|
|
2014
Q3 | $430K | Buy |
+3,911
| New | +$430K | 0.01% | 827 |
|