Avior 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 | $628K | Sell |
7,143
-34
| -0.5% | -$2.99K | 0.02% | 381 |
|
|
2025
Q1 | $506K | Sell |
7,177
-3
| -0% | -$211 | 0.02% | 403 |
|
|
2024
Q4 | $534K | Buy |
7,180
+762
| +12% | +$56.6K | 0.02% | 429 |
|
|
2024
Q3 | $479K | Buy |
6,418
+3,280
| +105% | +$245K | 0.02% | 458 |
|
|
2024
Q2 | $188K | Buy |
3,138
+2,960
| +1,663% | +$177K | 0.01% | 684 |
|
|
2024
Q1 | $11.6K | Buy |
178
+78
| +78% | +$5.08K | ﹤0.01% | 1813 |
|
|
2023
Q4 | $9.17K | Hold |
100
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q3 | $7.06K | Hold |
100
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q2 | $6.4K | Hold |
100
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q1 | $6.58K | Hold |
100
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q4 | $4.07K | Hold |
100
| – | – | ﹤0.01% | 980 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 938 |
|
|
2022
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 805 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$5K | – | 1230 |
|
|
2021
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 895 |
|
|
2021
Q3 | $7K | Sell |
25
-25
| -50% | -$7K | ﹤0.01% | 815 |
|
|
2021
Q2 | $22K | Hold |
50
| – | – | ﹤0.01% | 639 |
|
|
2021
Q1 | $16K | Sell |
50
-50
| -50% | -$16K | ﹤0.01% | 685 |
|
|
2020
Q4 | $33K | Hold |
100
| – | – | ﹤0.01% | 535 |
|
|
2020
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 612 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 656 |
|
|
2020
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 604 |
|