Rockwell Automation shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $225k | 788 | 285.78 |
| 2023-06-30 | $282k | 855 | 329.52 |
| 2023-03-31 | $203k | 691 | 293.27 |
| 2022-12-31 | $509k | 2.0k | 257.57 |
| 2022-09-30 | $516k | 2.4k | 215.18 |
| 2022-06-30 | $319k | 1.6k | 199.00 |
| 2022-03-31 | $461k | 1.6k | 280.24 |
| 2021-12-31 | $1.3M | 3.6k | 348.71 |
| 2021-09-30 | $1.3M | 4.3k | 293.99 |
| 2021-06-30 | $1.3M | 4.5k | 286.00 |
| 2020-12-31 | $630k | 2.5k | 251.00 |
| 2020-06-30 | $214k | 1.0k | 212.72 |