Golden State Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Hold |
197
| – | – | ﹤0.01% | 924 |
|
|
2025
Q1 | $13.9K | Hold |
197
| – | – | ﹤0.01% | 907 |
|
|
2024
Q4 | $14.6K | Buy |
+197
| New | +$14.6K | ﹤0.01% | 852 |
|
|
2022
Q1 | $337K | Sell |
2,692
-5
| -0.2% | -$626 | 0.07% | 223 |
|
|
2021
Q4 | $615K | Buy |
2,697
+294
| +12% | +$67K | 0.11% | 179 |
|
|
2021
Q3 | $753K | Buy |
2,403
+20
| +0.8% | +$6.27K | 0.16% | 124 |
|
|
2021
Q2 | $1.09M | Sell |
2,383
-99
| -4% | -$45.4K | 0.24% | 83 |
|
|
2021
Q1 | $808K | Buy |
2,482
+43
| +2% | +$14K | 0.27% | 68 |
|
|
2020
Q4 | $810K | Buy |
2,439
+7
| +0.3% | +$2.33K | 0.23% | 84 |
|
|
2020
Q3 | $459K | Sell |
2,432
-187
| -7% | -$35.3K | 0.15% | 107 |
|
|
2020
Q2 | $305K | Sell |
2,619
-30
| -1% | -$3.49K | 0.1% | 135 |
|
|
2020
Q1 | $232K | Buy |
+2,649
| New | +$232K | 0.1% | 138 |
|
|
2019
Q4 | – | Sell |
-1,214
| Closed | -$124K | – | 723 |
|
|
2019
Q3 | $124K | Buy |
1,214
+314
| +35% | +$32.1K | 0.04% | 282 |
|
|
2019
Q2 | $81K | Buy |
900
+325
| +57% | +$29.3K | 0.03% | 361 |
|
|
2019
Q1 | $37K | Buy |
+575
| New | +$37K | 0.01% | 515 |
|