CIA
Concurrent Investment Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
4,410
-658
| -13% | -$57.8K | 0.01% | 946 |
|
|
2025
Q1 | $357K | Buy |
5,068
+801
| +19% | +$56.4K | 0.01% | 840 |
|
|
2024
Q4 | $317K | Buy |
4,267
+597
| +16% | +$44.4K | 0.01% | 795 |
|
|
2024
Q3 | $274K | Buy |
+3,670
| New | +$274K | 0.01% | 808 |
|
|
2024
Q2 | – | Sell |
-3,183
| Closed | -$207K | – | 1002 |
|
|
2024
Q1 | $207K | Sell |
3,183
-1,295
| -29% | -$84.4K | 0.01% | 792 |
|
|
2023
Q4 | $410K | Buy |
+4,478
| New | +$410K | 0.02% | 542 |
|