Heritage 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 | $93.8K | Hold |
1,067
| – | – | ﹤0.01% | 250 |
|
|
2025
Q1 | $75.2K | Hold |
1,067
| – | – | ﹤0.01% | 266 |
|
|
2024
Q4 | $79.3K | Hold |
1,067
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $79.7K | Hold |
1,067
| – | – | ﹤0.01% | 288 |
|
|
2024
Q2 | $63.9K | Hold |
1,067
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $69.5K | Sell |
1,067
-36
| -3% | -$2.35K | ﹤0.01% | 297 |
|
|
2023
Q4 | $101K | Hold |
1,103
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $77.9K | Hold |
1,103
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $70.5K | Hold |
1,103
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $72.6K | Buy |
1,103
+15
| +1% | +$987 | ﹤0.01% | 284 |
|
|
2022
Q4 | $44.3K | Hold |
1,088
| – | – | ﹤0.01% | 333 |
|
|
2022
Q3 | $61.4K | Hold |
1,088
| – | – | ﹤0.01% | 283 |
|
|
2022
Q2 | $89K | Hold |
1,088
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $136K | Hold |
1,088
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $248K | Buy |
1,088
+20
| +2% | +$4.56K | 0.01% | 187 |
|
|
2021
Q3 | $335K | Hold |
1,068
| – | – | 0.02% | 159 |
|
|
2021
Q2 | $490K | Buy |
1,068
+14
| +1% | +$6.43K | 0.03% | 140 |
|
|
2021
Q1 | $343K | Buy |
1,054
+13
| +1% | +$4.24K | 0.02% | 166 |
|
|
2020
Q4 | $346K | Sell |
1,041
-25
| -2% | -$8.31K | 0.02% | 159 |
|
|
2020
Q3 | $201K | Sell |
1,066
-5
| -0.5% | -$944 | 0.03% | 148 |
|
|
2020
Q2 | $125K | Sell |
1,071
-20
| -2% | -$2.33K | 0.02% | 178 |
|
|
2020
Q1 | $95.4K | Buy |
1,091
+10
| +0.9% | +$875 | 0.02% | 195 |
|
|
2019
Q4 | $145K | Buy |
1,081
+5
| +0.5% | +$670 | 0.02% | 199 |
|
|
2019
Q3 | $109K | Buy |
1,076
+7
| +0.7% | +$709 | 0.02% | 202 |
|
|
2019
Q2 | $96.8K | Sell |
1,069
-15
| -1% | -$1.36K | 0.01% | 195 |
|
|
2019
Q1 | $69.9K | Buy |
1,084
+18
| +2% | +$1.16K | 0.01% | 204 |
|
|
2018
Q4 | $32K | Buy |
1,066
+25
| +2% | +$750 | 0.01% | 229 |
|
|
2018
Q3 | $76K | Buy |
+1,041
| New | +$76K | 0.01% | 171 |
|