Bell Investment 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 | $704 | Hold |
8
| – | – | ﹤0.01% | 1683 |
|
|
2025
Q1 | $564 | Hold |
8
| – | – | ﹤0.01% | 1716 |
|
|
2024
Q4 | $595 | Hold |
8
| – | – | ﹤0.01% | 1718 |
|
|
2024
Q3 | $598 | Sell |
8
-17
| -68% | -$1.27K | ﹤0.01% | 1740 |
|
|
2024
Q2 | $1.5K | Buy |
25
+8
| +47% | +$480 | ﹤0.01% | 1474 |
|
|
2024
Q1 | $1.11K | Sell |
17
-6
| -26% | -$391 | ﹤0.01% | 1575 |
|
|
2023
Q4 | $2.11K | Sell |
23
-74
| -76% | -$6.79K | ﹤0.01% | 1306 |
|
|
2023
Q3 | $6.85K | Sell |
97
-10
| -9% | -$706 | ﹤0.01% | 656 |
|
|
2023
Q2 | $6.84K | Sell |
107
-8
| -7% | -$512 | ﹤0.01% | 665 |
|
|
2023
Q1 | $7.57K | Sell |
115
-49
| -30% | -$3.23K | ﹤0.01% | 587 |
|
|
2022
Q4 | $6.68K | Buy |
164
+23
| +16% | +$936 | ﹤0.01% | 661 |
|
|
2022
Q3 | $8K | Buy |
141
+91
| +182% | +$5.16K | ﹤0.01% | 503 |
|
|
2022
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 843 |
|
|
2021
Q4 | $8K | Buy |
35
+24
| +218% | +$5.49K | ﹤0.01% | 572 |
|
|
2021
Q3 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 966 |
|