CarsonAllaria 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 | $13.1K | Sell |
149
-39
| -21% | -$3.43K | 0.01% | 232 |
|
|
2025
Q1 | $13.2K | Buy |
188
+20
| +12% | +$1.41K | 0.01% | 232 |
|
|
2024
Q4 | $12.5K | Sell |
168
-89
| -35% | -$6.62K | 0.01% | 235 |
|
|
2024
Q3 | $19.2K | Sell |
257
-7
| -3% | -$523 | 0.01% | 205 |
|
|
2024
Q2 | $15.8K | Buy |
264
+32
| +14% | +$1.92K | 0.01% | 210 |
|
|
2024
Q1 | $15.1K | Sell |
232
-34
| -13% | -$2.22K | 0.01% | 214 |
|
|
2023
Q4 | $24.4K | Sell |
266
-20
| -7% | -$1.83K | 0.02% | 157 |
|
|
2023
Q3 | $20.2K | Buy |
286
+33
| +13% | +$2.33K | 0.02% | 160 |
|
|
2023
Q2 | $16.2K | Sell |
253
-9
| -3% | -$576 | 0.01% | 186 |
|
|
2023
Q1 | $17.2K | Buy |
262
+30
| +13% | +$1.98K | 0.01% | 179 |
|
|
2022
Q4 | $9K | Sell |
232
-5
| -2% | -$194 | 0.01% | 198 |
|
|
2022
Q3 | $13K | Buy |
237
+35
| +17% | +$1.92K | 0.01% | 173 |
|
|
2022
Q2 | $17K | Buy |
202
+122
| +153% | +$10.3K | 0.02% | 155 |
|
|
2022
Q1 | $10K | Hold |
80
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $18K | Buy |
+80
| New | +$18K | 0.02% | 176 |
|