Rockwell Automation shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rockwell Automation by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40k | 150 | 268.46 |
| 2024-06-30 | $52k | 187 | 275.28 |
| 2024-03-31 | $63k | 215 | 291.33 |
| 2023-12-31 | $67k | 215 | 310.48 |
| 2023-09-30 | $62k | 215 | 285.87 |
| 2023-06-30 | $71k | 215 | 329.44 |
| 2023-03-31 | $63k | 215 | 293.45 |
| 2022-12-31 | $55k | 215 | 257.57 |
| 2022-09-30 | $46k | 215 | 215.11 |