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Rockwell Automation shares owned by Symphony Financial

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Symphony Financial from 13F filings

Historical chart of Symphony Financial investment in Rockwell Automation

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All positions including Rockwell Automation held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $820k 2.8k 291.31
2023-12-31 $795k 2.7k 298.41
2023-09-30 $710k 2.5k 283.98
2023-06-30 $877k 2.7k 324.24
2023-03-31 $921k 3.2k 287.55
2022-12-31 $602k 2.3k 260.57
2022-09-30 $613k 2.8k 215.92
2022-06-30 $448k 2.3k 197.18
2022-03-31 $424k 1.6k 271.10
2021-12-31 $339k 999 339.34