Avantax Advisory Services’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
10,533
+83
| +0.8% | +$7.3K | 0.01% | 1215 |
|
|
2025
Q1 | $736K | Sell |
10,450
-878
| -8% | -$61.8K | ﹤0.01% | 1262 |
|
|
2024
Q4 | $842K | Buy |
11,328
+352
| +3% | +$26.2K | 0.01% | 1124 |
|
|
2024
Q3 | $819K | Sell |
10,976
-1,437
| -12% | -$107K | 0.01% | 1127 |
|
|
2024
Q2 | $744K | Sell |
12,413
-6,434
| -34% | -$386K | 0.01% | 1136 |
|
|
2024
Q1 | $1.23M | Buy |
18,847
+5,898
| +46% | +$384K | 0.01% | 681 |
|
|
2023
Q4 | $1.19M | Buy |
12,949
+117
| +0.9% | +$10.7K | 0.01% | 657 |
|
|
2023
Q3 | $906K | Buy |
12,832
+865
| +7% | +$61.1K | 0.01% | 727 |
|
|
2023
Q2 | $765K | Sell |
11,967
-299
| -2% | -$19.1K | 0.01% | 782 |
|
|
2023
Q1 | $807K | Buy |
12,266
+4,006
| +48% | +$264K | 0.01% | 736 |
|
|
2022
Q4 | $336K | Buy |
8,260
+1,940
| +31% | +$79K | ﹤0.01% | 1045 |
|
|
2022
Q3 | $356K | Buy |
6,320
+76
| +1% | +$4.28K | 0.01% | 922 |
|
|
2022
Q2 | $513K | Buy |
6,244
+2,239
| +56% | +$184K | 0.01% | 772 |
|
|
2022
Q1 | $511K | Buy |
4,005
+496
| +14% | +$63.3K | 0.01% | 781 |
|
|
2021
Q4 | $801K | Buy |
3,509
+589
| +20% | +$134K | 0.01% | 597 |
|
|
2021
Q3 | $919K | Sell |
2,920
-1,277
| -30% | -$402K | 0.02% | 516 |
|
|
2021
Q2 | $1.92M | Buy |
4,197
+1,306
| +45% | +$599K | 0.03% | 332 |
|
|
2021
Q1 | $942K | Sell |
2,891
-746
| -21% | -$243K | 0.02% | 444 |
|
|
2020
Q4 | $1.21M | Sell |
3,637
-3,439
| -49% | -$1.14M | 0.03% | 360 |
|
|
2020
Q3 | $1.34M | Buy |
7,076
+4,468
| +171% | +$843K | 0.02% | 448 |
|
|
2020
Q2 | $304K | Sell |
2,608
-330
| -11% | -$38.5K | 0.01% | 632 |
|
|
2020
Q1 | $256K | Sell |
2,938
-2,566
| -47% | -$224K | 0.01% | 641 |
|
|
2019
Q4 | $737K | Buy |
+5,504
| New | +$737K | 0.02% | 395 |
|
|
2019
Q3 | – | Sell |
-3,055
| Closed | -$277K | – | 595 |
|
|
2019
Q2 | $277K | Sell |
3,055
-100
| -3% | -$9.07K | 0.01% | 414 |
|
|
2019
Q1 | $204K | Buy |
+3,155
| New | +$204K | 0.01% | 459 |
|