Creative Planning’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
17,967
+879
| +5% | +$77.3K | ﹤0.01% | 1498 |
|
|
2025
Q1 | $1.2M | Buy |
17,088
+1,116
| +7% | +$78.6K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $1.19M | Sell |
15,972
-1,065
| -6% | -$79.2K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $1.27M | Sell |
17,037
-3,650
| -18% | -$273K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $1.24M | Sell |
20,687
-2,212
| -10% | -$133K | ﹤0.01% | 1260 |
|
|
2024
Q1 | $1.49M | Buy |
22,899
+5,686
| +33% | +$371K | ﹤0.01% | 1099 |
|
|
2023
Q4 | $1.58M | Sell |
17,213
-1,814
| -10% | -$166K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $1.34M | Sell |
19,027
-48
| -0.3% | -$3.39K | ﹤0.01% | 1023 |
|
|
2023
Q2 | $1.22M | Buy |
19,075
+3,503
| +22% | +$224K | ﹤0.01% | 1028 |
|
|
2023
Q1 | $1.02M | Sell |
15,572
-1,070
| -6% | -$70.4K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $677K | Sell |
16,642
-1,148
| -6% | -$46.7K | ﹤0.01% | 1246 |
|
|
2022
Q3 | $1M | Sell |
17,790
-350
| -2% | -$19.7K | ﹤0.01% | 963 |
|
|
2022
Q2 | $1.49M | Sell |
18,140
-1,246
| -6% | -$102K | ﹤0.01% | 806 |
|
|
2022
Q1 | $2.43M | Sell |
19,386
-5,859
| -23% | -$734K | ﹤0.01% | 658 |
|
|
2021
Q4 | $5.76M | Buy |
25,245
+1,016
| +4% | +$232K | 0.01% | 389 |
|
|
2021
Q3 | $7.59M | Sell |
24,229
-739
| -3% | -$232K | 0.01% | 316 |
|
|
2021
Q2 | $11.5M | Sell |
24,968
-1,817
| -7% | -$834K | 0.02% | 244 |
|
|
2021
Q1 | $8.73M | Buy |
26,785
+168
| +0.6% | +$54.7K | 0.02% | 296 |
|
|
2020
Q4 | $8.84M | Buy |
26,617
+236
| +0.9% | +$78.4K | 0.02% | 273 |
|
|
2020
Q3 | $4.98M | Buy |
26,381
+1,418
| +6% | +$268K | 0.01% | 305 |
|
|
2020
Q2 | $2.91M | Buy |
24,963
+551
| +2% | +$64.2K | 0.01% | 382 |
|
|
2020
Q1 | $2.14M | Buy |
24,412
+4,905
| +25% | +$429K | 0.01% | 410 |
|
|
2019
Q4 | $2.61M | Buy |
19,507
+3,505
| +22% | +$469K | 0.01% | 429 |
|
|
2019
Q3 | $1.63M | Buy |
16,002
+4,388
| +38% | +$446K | 0.01% | 557 |
|
|
2019
Q2 | $1.05M | Sell |
11,614
-1,041
| -8% | -$94.3K | ﹤0.01% | 737 |
|
|
2019
Q1 | $816K | Buy |
12,655
+240
| +2% | +$15.5K | ﹤0.01% | 804 |
|
|
2018
Q4 | $380K | Buy |
12,415
+2,125
| +21% | +$65K | ﹤0.01% | 1093 |
|
|
2018
Q3 | $751K | Sell |
10,290
-11,260
| -52% | -$822K | ﹤0.01% | 870 |
|
|
2018
Q2 | $918K | Sell |
21,550
-3,443
| -14% | -$147K | ﹤0.01% | 785 |
|
|
2018
Q1 | $777K | Buy |
24,993
+13,910
| +126% | +$432K | ﹤0.01% | 860 |
|
|
2017
Q4 | $574K | Buy |
+11,083
| New | +$574K | ﹤0.01% | 987 |
|