Global Retirement Partners’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.9K Buy
+670
New +$58.9K ﹤0.01% 1686
2024
Q4
$172K Buy
2,311
+1,977
+592% +$147K ﹤0.01% 1023
2024
Q3
$24.9K Sell
334
-408
-55% -$30.5K ﹤0.01% 1885
2024
Q2
$44.5K Sell
742
-465
-39% -$27.9K ﹤0.01% 1602
2024
Q1
$78.7K Buy
1,207
+523
+76% +$34.1K ﹤0.01% 1186
2023
Q4
$58K Buy
684
+516
+307% +$43.8K ﹤0.01% 1290
2023
Q3
$11.8K Buy
168
+24
+17% +$1.68K ﹤0.01% 1885
2023
Q2
$9.21K Sell
144
-8
-5% -$512 ﹤0.01% 1992
2023
Q1
$8.13K Buy
152
+8
+6% +$428 ﹤0.01% 1989
2022
Q4
$5.86K Buy
144
+106
+279% +$4.31K ﹤0.01% 1972
2022
Q3
$2K Sell
38
-530
-93% -$27.9K ﹤0.01% 2302
2022
Q2
$47K Buy
568
+25
+5% +$2.07K ﹤0.01% 1023
2022
Q1
$43K Buy
+543
New +$43K ﹤0.01% 1054
2021
Q4
Sell
-318
Closed -$100K 1463
2021
Q3
$100K Hold
318
0.01% 651
2021
Q2
$146K Buy
318
+35
+12% +$16.1K 0.02% 532
2021
Q1
$92K Buy
283
+118
+72% +$38.4K 0.01% 591
2020
Q4
$55K Hold
165
0.01% 697
2020
Q3
$31K Buy
165
+100
+154% +$18.8K ﹤0.01% 776
2020
Q2
$8K Sell
65
-50
-43% -$6.15K ﹤0.01% 1177
2020
Q1
$10K Buy
115
+65
+130% +$5.65K ﹤0.01% 1038
2019
Q4
$7K Sell
50
-20
-29% -$2.8K ﹤0.01% 1252
2019
Q3
$7K Buy
+70
New +$7K ﹤0.01% 1215
2019
Q1
Sell
-100
Closed -$3K 1556
2018
Q4
$3K Buy
+100
New +$3K ﹤0.01% 1284