IFP 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 | $159K | Sell |
1,813
-573
| -24% | -$50.4K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $168K | Sell |
2,386
-571
| -19% | -$40.2K | 0.01% | 1256 |
|
|
2024
Q4 | $220K | Buy |
2,957
+476
| +19% | +$35.4K | 0.01% | 1087 |
|
|
2024
Q3 | $185K | Buy |
2,481
+105
| +4% | +$7.84K | 0.01% | 1131 |
|
|
2024
Q2 | $142K | Sell |
2,376
-779
| -25% | -$46.7K | 0.01% | 1207 |
|
|
2024
Q1 | $206K | Buy |
3,155
+443
| +16% | +$28.9K | 0.01% | 990 |
|
|
2023
Q4 | $249K | Buy |
2,712
+700
| +35% | +$64.2K | 0.01% | 855 |
|
|
2023
Q3 | $142K | Sell |
2,012
-13
| -0.6% | -$918 | 0.01% | 1119 |
|
|
2023
Q2 | $130K | Buy |
2,025
+455
| +29% | +$29.1K | 0.01% | 1205 |
|
|
2023
Q1 | $58.2K | Sell |
1,570
-4,053
| -72% | -$150K | ﹤0.01% | 1503 |
|
|
2022
Q4 | $229K | Buy |
5,623
+760
| +16% | +$31K | 0.01% | 1290 |
|
|
2022
Q3 | $203K | Buy |
4,863
+763
| +19% | +$31.9K | 0.01% | 1394 |
|
|
2022
Q2 | $172K | Hold |
4,100
| – | – | 0.01% | 1362 |
|
|
2022
Q1 | $172K | Buy |
4,100
+3,475
| +556% | +$146K | 0.01% | 1362 |
|
|
2021
Q4 | $147K | Buy |
625
+264
| +73% | +$62.1K | ﹤0.01% | 1084 |
|
|
2021
Q3 | $115K | Sell |
361
-199
| -36% | -$63.4K | ﹤0.01% | 1191 |
|
|
2021
Q2 | $247K | Sell |
560
-120
| -18% | -$52.9K | 0.01% | 802 |
|
|
2021
Q1 | $221K | Sell |
680
-44
| -6% | -$14.3K | ﹤0.01% | 791 |
|
|
2020
Q4 | $247K | Sell |
724
-203
| -22% | -$69.3K | 0.01% | 724 |
|
|
2020
Q3 | $177K | Buy |
927
+543
| +141% | +$104K | 0.01% | 749 |
|
|
2020
Q2 | $44K | Sell |
384
-327
| -46% | -$37.5K | ﹤0.01% | 1278 |
|
|
2020
Q1 | $65K | Sell |
711
-4,064
| -85% | -$372K | 0.01% | 1014 |
|
|
2019
Q4 | $662K | Buy |
4,775
+2,981
| +166% | +$413K | 0.05% | 369 |
|
|
2019
Q3 | $176K | Buy |
+1,794
| New | +$176K | 0.01% | 812 |
|
|
2019
Q1 | $11K | Sell |
170
-1,494
| -90% | -$96.7K | ﹤0.01% | 1580 |
|
|
2018
Q4 | $50K | Sell |
1,664
-4,958
| -75% | -$149K | ﹤0.01% | 1607 |
|
|
2018
Q3 | $484K | Buy |
6,622
+922
| +16% | +$67.4K | 0.02% | 670 |
|
|
2018
Q2 | $243K | Buy |
5,700
+5,440
| +2,092% | +$232K | 0.01% | 962 |
|
|
2018
Q1 | $13K | Hold |
260
| – | – | ﹤0.01% | 2635 |
|
|
2017
Q4 | $13K | Buy |
+260
| New | +$13K | ﹤0.01% | 2632 |
|
|
2016
Q2 | – | Sell |
-170
| Closed | -$11K | – | 4132 |
|
|
2016
Q1 | $11K | Buy |
+170
| New | +$11K | ﹤0.01% | 1580 |
|