EverSource Wealth 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 | $123K | Buy |
1,394
+826
| +145% | +$72.6K | 0.01% | 1083 |
|
|
2025
Q1 | $40K | Buy |
568
+203
| +56% | +$14.3K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $27.1K | Sell |
365
-280
| -43% | -$20.8K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $48.2K | Sell |
645
-34
| -5% | -$2.54K | ﹤0.01% | 1088 |
|
|
2024
Q2 | $39.5K | Buy |
679
+375
| +123% | +$21.8K | ﹤0.01% | 1195 |
|
|
2024
Q1 | $17.5K | Sell |
304
-251
| -45% | -$14.5K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $50.9K | Sell |
555
-537
| -49% | -$49.2K | ﹤0.01% | 893 |
|
|
2023
Q3 | $77.1K | Sell |
1,092
-101
| -8% | -$7.13K | 0.01% | 662 |
|
|
2023
Q2 | $76.3K | Sell |
1,193
-106
| -8% | -$6.78K | 0.01% | 673 |
|
|
2023
Q1 | $85.5K | Sell |
1,299
-85
| -6% | -$5.6K | 0.01% | 592 |
|
|
2022
Q4 | $56.3K | Buy |
1,384
+1,362
| +6,191% | +$55.4K | 0.01% | 721 |
|
|
2022
Q3 | $1K | Sell |
22
-13
| -37% | -$591 | ﹤0.01% | 1878 |
|
|
2022
Q2 | $3K | Buy |
35
+20
| +133% | +$1.71K | ﹤0.01% | 1426 |
|
|
2022
Q1 | $2K | Sell |
15
-36
| -71% | -$4.8K | ﹤0.01% | 1570 |
|
|
2021
Q4 | $12K | Buy |
+51
| New | +$12K | ﹤0.01% | 900 |
|