Avantax Advisory Services’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
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|
2025
Q1 | $736K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $744K | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $906K | Buy |
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|
2023
Q2 | $765K | Sell |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $801K | Buy |
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|
2021
Q3 | $919K | Sell |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $942K | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $737K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $204K | Buy |
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