Bogart Wealth LLC’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Buy |
461
+323
| +234% | +$28.4K | ﹤0.01% | 483 |
|
|
2025
Q1 | $9.72K | Hold |
138
| – | – | ﹤0.01% | 753 |
|
|
2024
Q4 | $10.3K | Hold |
138
| – | – | ﹤0.01% | 726 |
|
|
2024
Q3 | $10.3K | Hold |
138
| – | – | ﹤0.01% | 694 |
|
|
2024
Q2 | $8.27K | Hold |
138
| – | – | ﹤0.01% | 703 |
|
|
2024
Q1 | $8.99K | Hold |
138
| – | – | ﹤0.01% | 668 |
|
|
2023
Q4 | $12.6K | Hold |
138
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $9.74K | Hold |
138
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $8.83K | Sell |
138
-66
| -32% | -$4.22K | ﹤0.01% | 611 |
|
|
2023
Q1 | $13.4K | Hold |
204
| – | – | ﹤0.01% | 537 |
|
|
2022
Q4 | $8.3K | Sell |
204
-339
| -62% | -$13.8K | ﹤0.01% | 586 |
|
|
2022
Q3 | $31K | Hold |
543
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $45K | Hold |
543
| – | – | ﹤0.01% | 294 |
|
|
2022
Q1 | $68K | Hold |
543
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $124K | Buy |
543
+36
| +7% | +$8.22K | 0.01% | 180 |
|
|
2021
Q3 | $159K | Hold |
507
| – | – | 0.02% | 162 |
|
|
2021
Q2 | $233K | Buy |
507
+66
| +15% | +$30.3K | 0.03% | 140 |
|
|
2021
Q1 | $144K | Hold |
441
| – | – | 0.02% | 149 |
|
|
2020
Q4 | $146K | Hold |
441
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $83K | Hold |
441
| – | – | 0.02% | 160 |
|
|
2020
Q2 | $51K | Sell |
441
-604
| -58% | -$69.9K | 0.01% | 177 |
|
|
2020
Q1 | $91K | Buy |
1,045
+945
| +945% | +$82.3K | 0.02% | 138 |
|
|
2019
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 264 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2019
Q2 | $9K | Sell |
100
-20
| -17% | -$1.8K | 0.01% | 256 |
|
|
2019
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 263 |
|
|
2018
Q4 | $3K | Buy |
120
+20
| +20% | +$500 | ﹤0.01% | 305 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 249 |
|
|
2018
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 296 |
|