Arkadios Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
3,963
+1,063
| +37% | +$93.4K | 0.01% | 978 |
|
|
2025
Q1 | $204K | Sell |
2,900
-513
| -15% | -$36.1K | 0.01% | 1031 |
|
|
2024
Q4 | $254K | Sell |
3,413
-1,459
| -30% | -$108K | 0.01% | 779 |
|
|
2024
Q3 | $364K | Sell |
4,872
-679
| -12% | -$50.7K | 0.02% | 646 |
|
|
2024
Q2 | $333K | Sell |
5,551
-939
| -14% | -$56.3K | 0.02% | 601 |
|
|
2024
Q1 | $423K | Sell |
6,490
-406
| -6% | -$26.5K | 0.03% | 425 |
|
|
2023
Q4 | $632K | Sell |
6,896
-342
| -5% | -$31.3K | 0.05% | 311 |
|
|
2023
Q3 | $511K | Sell |
7,238
-2,730
| -27% | -$193K | 0.05% | 336 |
|
|
2023
Q2 | $638K | Sell |
9,968
-1,686
| -14% | -$108K | 0.07% | 258 |
|
|
2023
Q1 | $767K | Buy |
+11,654
| New | +$767K | 0.09% | 228 |
|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$331K | – | 619 |
|
|
2021
Q4 | $331K | Sell |
1,450
-15
| -1% | -$3.42K | 0.04% | 413 |
|
|
2021
Q3 | $459K | Buy |
1,465
+139
| +10% | +$43.6K | 0.07% | 310 |
|
|
2021
Q2 | $608K | Buy |
1,326
+207
| +18% | +$94.9K | 0.07% | 286 |
|
|
2021
Q1 | $364K | Buy |
1,119
+130
| +13% | +$42.3K | 0.06% | 310 |
|
|
2020
Q4 | $328K | Sell |
989
-29
| -3% | -$9.62K | 0.07% | 248 |
|
|
2020
Q3 | $226K | Sell |
1,018
-98
| -9% | -$21.8K | 0.11% | 162 |
|
|
2020
Q2 | $168K | Buy |
1,116
+198
| +22% | +$29.8K | 0.09% | 172 |
|
|
2020
Q1 | $80.3K | Buy |
918
+433
| +89% | +$37.9K | 0.05% | 266 |
|
|
2019
Q4 | $67.4K | Buy |
+485
| New | +$67.4K | 0.04% | 283 |
|