Valeo 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 | $880K | Sell |
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|
2025
Q2 | $970K | Buy |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $72K | Buy |
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|
2020
Q4 | $60K | Hold |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $57K | Buy |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $436K | Buy |
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|
2019
Q3 | $106K | Sell |
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|
2019
Q2 | $155K | Buy |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $97K | Sell |
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|
2018
Q3 | $139K | Sell |
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|
2018
Q2 | $150K | Sell |
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|
2018
Q1 | $173K | Sell |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q3 | $131K | Buy |
|