Rockwell Automation shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $300k | 966 | 310.48 |
| 2023-09-30 | $279k | 975 | 285.87 |
| 2023-06-30 | $410k | 1.2k | 329.45 |
| 2023-03-31 | $286k | 975 | 293.45 |
| 2022-12-31 | $250k | 970 | 257.57 |
| 2022-09-30 | $220k | 975 | 225.64 |
| 2022-03-31 | $650k | 2.3k | 279.93 |
| 2021-12-31 | $838k | 2.4k | 348.73 |
| 2021-09-30 | $705k | 2.4k | 294.00 |
| 2021-06-30 | $671k | 2.3k | 285.90 |
| 2021-03-31 | $607k | 2.3k | 265.53 |
| 2020-12-31 | $591k | 2.4k | 250.85 |
| 2020-09-30 | $344k | 1.6k | 220.80 |
| 2020-06-30 | $330k | 1.6k | 212.77 |
| 2020-03-31 | $237k | 1.6k | 151.24 |
| 2019-12-31 | $325k | 1.6k | 202.62 |
| 2019-09-30 | $274k | 1.7k | 164.76 |
| 2019-06-30 | $277k | 1.7k | 164.59 |
| 2019-03-31 | $303k | 1.7k | 175.65 |
| 2018-12-31 | $265k | 1.8k | 150.48 |
| 2018-09-30 | $311k | 1.8k | 172.39 |
| 2018-06-30 | $303k | 1.8k | 166.12 |
| 2018-03-31 | $316k | 1.8k | 174.01 |
| 2017-12-31 | $355k | 1.8k | 196.24 |
| 2017-09-30 | $321k | 1.8k | 178.04 |
| 2017-06-30 | $291k | 1.8k | 162.03 |
| 2017-03-31 | $278k | 1.8k | 155.48 |
| 2016-12-31 | $239k | 1.8k | 134.19 |
| 2016-09-30 | $217k | 1.8k | 122.39 |
| 2016-06-30 | $203k | 1.8k | 115.08 |
| 2016-03-31 | $200k | 1.8k | 113.96 |
| 2012-06-30 | $2.0k | 35 | 57.14 |