Clay Northam 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 | $434K | Sell |
4,939
-121
| -2% | -$10.6K | 0.28% | 54 |
|
|
2025
Q1 | $356K | Buy |
5,060
+9
| +0.2% | +$634 | 0.25% | 56 |
|
|
2024
Q4 | $375K | Sell |
5,051
-797
| -14% | -$59.2K | 0.24% | 52 |
|
|
2024
Q3 | $437K | Sell |
5,848
-86
| -1% | -$6.42K | 0.3% | 46 |
|
|
2024
Q2 | $356K | Sell |
5,934
-271
| -4% | -$16.2K | 0.27% | 50 |
|
|
2024
Q1 | $404K | Sell |
6,205
-625
| -9% | -$40.7K | 0.33% | 48 |
|
|
2023
Q4 | $626K | Sell |
6,830
-117
| -2% | -$10.7K | 0.56% | 28 |
|
|
2023
Q3 | $490K | Hold |
6,947
| – | – | 0.49% | 34 |
|
|
2023
Q2 | $444K | Sell |
6,947
-25
| -0.4% | -$1.6K | 0.42% | 36 |
|
|
2023
Q1 | $459K | Buy |
6,972
+80
| +1% | +$5.27K | 0.47% | 36 |
|
|
2022
Q4 | $281K | Sell |
6,892
-705
| -9% | -$28.7K | 0.32% | 56 |
|
|
2022
Q3 | $428K | Sell |
7,597
-202
| -3% | -$11.4K | 0.53% | 36 |
|
|
2022
Q2 | $641K | Sell |
7,799
-55
| -0.7% | -$4.52K | 0.8% | 25 |
|
|
2022
Q1 | $984K | Sell |
7,854
-20
| -0.3% | -$2.51K | 1% | 21 |
|
|
2021
Q4 | $1.8M | Buy |
+7,874
| New | +$1.8M | 1.69% | 15 |
|