Rockwell Automation shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 999 | 349.53 |
| 2025-06-30 | $332k | 999 | 332.17 |
| 2025-03-31 | $276k | 1.1k | 258.38 |
| 2024-12-31 | $300k | 1.1k | 285.79 |
| 2024-09-30 | $280k | 1.0k | 268.46 |
| 2024-06-30 | $287k | 1.0k | 275.28 |
| 2024-03-31 | $301k | 1.0k | 291.33 |
| 2023-12-31 | $321k | 1.0k | 310.48 |
| 2023-09-30 | $295k | 1.0k | 285.87 |
| 2023-06-30 | $340k | 1.0k | 329.45 |
| 2023-03-31 | $303k | 1.0k | 293.45 |
| 2022-12-31 | $266k | 1.0k | 257.57 |
| 2022-09-30 | $222k | 1.0k | 214.91 |
| 2022-06-30 | $206k | 1.0k | 199.42 |
| 2022-03-31 | $282k | 1.0k | 280.04 |