Clearstead 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 | $304K | Buy |
3,462
+1,809
| +109% | +$159K | ﹤0.01% | 752 |
|
|
2025
Q1 | $116K | Buy |
1,653
+112
| +7% | +$7.89K | ﹤0.01% | 949 |
|
|
2024
Q4 | $115K | Sell |
1,541
-834
| -35% | -$62K | ﹤0.01% | 987 |
|
|
2024
Q3 | $177K | Buy |
2,375
+101
| +4% | +$7.54K | ﹤0.01% | 888 |
|
|
2024
Q2 | $136K | Buy |
2,274
+2,245
| +7,741% | +$135K | ﹤0.01% | 928 |
|
|
2024
Q1 | $1.75K | Sell |
29
-120
| -81% | -$7.22K | ﹤0.01% | 1332 |
|
|
2023
Q4 | $13.7K | Sell |
149
-149
| -50% | -$13.7K | ﹤0.01% | 1003 |
|
|
2023
Q3 | $21K | Buy |
298
+149
| +100% | +$10.5K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $9.53K | Sell |
149
-10
| -6% | -$640 | ﹤0.01% | 994 |
|
|
2023
Q1 | $10.5K | Sell |
159
-62
| -28% | -$4.08K | ﹤0.01% | 942 |
|
|
2022
Q4 | $9K | Buy |
221
+104
| +89% | +$4.23K | ﹤0.01% | 915 |
|
|
2022
Q3 | $7K | Sell |
117
-278
| -70% | -$16.6K | ﹤0.01% | 938 |
|
|
2022
Q2 | $32K | Buy |
395
+32
| +9% | +$2.59K | ﹤0.01% | 710 |
|
|
2022
Q1 | $45K | Buy |
363
+75
| +26% | +$9.3K | ﹤0.01% | 702 |
|
|
2021
Q4 | $66K | Buy |
288
+65
| +29% | +$14.9K | ﹤0.01% | 608 |
|
|
2021
Q3 | $70K | Sell |
223
-32
| -13% | -$10K | 0.01% | 554 |
|
|
2021
Q2 | $117K | Buy |
255
+90
| +55% | +$41.3K | 0.01% | 427 |
|
|
2021
Q1 | $54K | Buy |
165
+84
| +104% | +$27.5K | ﹤0.01% | 530 |
|
|
2020
Q4 | $27K | Buy |
81
+4
| +5% | +$1.33K | ﹤0.01% | 587 |
|
|
2020
Q3 | $15K | Buy |
77
+27
| +54% | +$5.26K | ﹤0.01% | 619 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 657 |
|
|
2020
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 667 |
|