Fortis Group 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 | $861K | Sell |
9,141
-174
| -2% | -$16.4K | 0.16% | 122 |
|
|
2025
Q1 | $656K | Buy |
9,315
+1,217
| +15% | +$85.7K | 0.13% | 126 |
|
|
2024
Q4 | $602K | Sell |
8,098
-527
| -6% | -$39.2K | 0.11% | 119 |
|
|
2024
Q3 | $644K | Sell |
8,625
-4,699
| -35% | -$351K | 0.12% | 112 |
|
|
2024
Q2 | $799K | Buy |
13,324
+6,115
| +85% | +$366K | 0.16% | 92 |
|
|
2024
Q1 | $470K | Buy |
+7,209
| New | +$470K | 0.09% | 135 |
|
|
2020
Q3 | $227K | Buy |
+1,203
| New | +$227K | 0.04% | 175 |
|