Cornerstone Planning Group’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167 Hold
2
﹤0.01% 1465
2025
Q1
$125 Sell
2
-10
-83% -$625 ﹤0.01% 1492
2024
Q4
$963 Hold
12
﹤0.01% 962
2024
Q3
$917 Hold
12
﹤0.01% 952
2024
Q2
$621 Sell
12
-15
-56% -$776 ﹤0.01% 1044
2024
Q1
$1.6K Buy
27
+15
+125% +$887 ﹤0.01% 703
2023
Q4
$1.1K Hold
12
﹤0.01% 703
2023
Q3
$847 Buy
12
+2
+20% +$141 ﹤0.01% 823
2023
Q2
$640 Buy
+10
New +$640 ﹤0.01% 1433
2022
Q4
$500 Buy
+10
New +$500 ﹤0.01% 1455