AE Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
3,342
+11
| +0.3% | +$967 | ﹤0.01% | 1127 |
|
|
2025
Q1 | $235K | Buy |
+3,331
| New | +$235K | ﹤0.01% | 1210 |
|
|
2024
Q1 | – | Sell |
-20,411
| Closed | -$1.82M | – | 1801 |
|
|
2023
Q4 | $1.82M | Buy |
20,411
+3,169
| +18% | +$282K | 0.01% | 935 |
|
|
2023
Q3 | $1.22M | Sell |
17,242
-12,222
| -41% | -$863K | 0.01% | 1016 |
|
|
2023
Q2 | $1.88M | Buy |
29,464
+10,861
| +58% | +$695K | 0.01% | 864 |
|
|
2023
Q1 | $1.22M | Buy |
18,603
+4,305
| +30% | +$283K | 0.01% | 966 |
|
|
2022
Q4 | $582K | Buy |
14,298
+1,273
| +10% | +$51.8K | ﹤0.01% | 1228 |
|
|
2022
Q3 | $735K | Buy |
13,025
+3,192
| +32% | +$180K | 0.01% | 1067 |
|
|
2022
Q2 | $808K | Buy |
9,833
+3,718
| +61% | +$306K | 0.01% | 964 |
|
|
2022
Q1 | $766K | Sell |
6,115
-228
| -4% | -$28.6K | 0.01% | 1026 |
|
|
2021
Q4 | $1.45M | Buy |
6,343
+2,229
| +54% | +$508K | 0.01% | 800 |
|
|
2021
Q3 | $1.29M | Sell |
4,114
-4,265
| -51% | -$1.34M | 0.01% | 790 |
|
|
2021
Q2 | $3.85M | Buy |
8,379
+477
| +6% | +$219K | 0.03% | 440 |
|
|
2021
Q1 | $2.57M | Sell |
7,902
-38
| -0.5% | -$12.4K | 0.03% | 499 |
|
|
2020
Q4 | $2.64M | Buy |
7,940
+1,026
| +15% | +$341K | 0.03% | 416 |
|
|
2020
Q3 | $1.31M | Buy |
6,914
+2,541
| +58% | +$480K | 0.02% | 554 |
|
|
2020
Q2 | $510K | Sell |
4,373
-134
| -3% | -$15.6K | 0.01% | 870 |
|
|
2020
Q1 | $394K | Buy |
4,507
+2,436
| +118% | +$213K | 0.01% | 759 |
|
|
2019
Q4 | $277K | Buy |
+2,071
| New | +$277K | 0.01% | 931 |
|