Rockwell Automation shares owned by Summit Financial
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 4.2k | 268.46 |
| 2024-06-30 | $1.2M | 4.2k | 275.27 |
| 2024-03-31 | $1.2M | 4.1k | 291.31 |
| 2023-12-31 | $1.3M | 4.3k | 310.45 |
| 2023-09-30 | $1.2M | 4.2k | 285.86 |
| 2023-06-30 | $2.2M | 6.7k | 329.44 |
| 2023-03-31 | $1.2M | 4.0k | 293.42 |
| 2022-12-31 | $991k | 3.8k | 257.55 |
| 2022-09-30 | $1.4M | 6.6k | 215.11 |
| 2022-06-30 | $1.0M | 5.2k | 199.30 |
| 2022-03-31 | $1.4M | 5.0k | 280.02 |
| 2021-12-31 | $1.5M | 4.4k | 348.86 |
| 2021-09-30 | $905k | 3.1k | 294.05 |
| 2021-06-30 | $415k | 1.5k | 286.02 |