HHM 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 | – | Sell |
-12
| Closed | -$846 | – | 927 |
|
|
2025
Q1 | $846 | Buy |
+12
| New | +$846 | ﹤0.01% | 852 |
|
|
2024
Q4 | – | Sell |
-65
| Closed | -$4.85K | – | 1037 |
|
|
2024
Q3 | $4.85K | Buy |
65
+40
| +160% | +$2.99K | ﹤0.01% | 658 |
|
|
2024
Q2 | $1.5K | Buy |
+25
| New | +$1.5K | ﹤0.01% | 721 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3.2K | – | 811 |
|
|
2023
Q2 | $3.2K | Hold |
50
| – | – | ﹤0.01% | 705 |
|
|
2023
Q1 | $3.29K | Hold |
50
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $2.04K | Sell |
50
-472
| -90% | -$19.2K | ﹤0.01% | 606 |
|
|
2022
Q3 | $29K | Hold |
522
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $43K | Hold |
522
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $65K | Sell |
522
-40
| -7% | -$4.98K | 0.02% | 265 |
|
|
2021
Q4 | $128K | Buy |
562
+46
| +9% | +$10.5K | 0.03% | 187 |
|
|
2021
Q3 | $162K | Sell |
516
-70
| -12% | -$22K | 0.04% | 154 |
|
|
2021
Q2 | $269K | Buy |
586
+114
| +24% | +$52.3K | 0.07% | 108 |
|
|
2021
Q1 | $154K | Hold |
472
| – | – | 0.05% | 142 |
|
|
2020
Q4 | $157K | Hold |
472
| – | – | 0.05% | 120 |
|
|
2020
Q3 | $89K | Hold |
472
| – | – | 0.04% | 163 |
|
|
2020
Q2 | $55K | Hold |
472
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $41K | Buy |
+472
| New | +$41K | 0.02% | 227 |
|