JFS 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 | $40.1K | Buy |
457
+350
| +327% | +$30.7K | ﹤0.01% | 508 |
|
|
2025
Q1 | $7.5K | Hold |
107
| – | – | ﹤0.01% | 979 |
|
|
2024
Q4 | $7.92K | Buy |
107
+82
| +328% | +$6.07K | ﹤0.01% | 937 |
|
|
2024
Q3 | $1.87K | Buy |
25
+11
| +79% | +$821 | ﹤0.01% | 1517 |
|
|
2024
Q2 | $840 | Sell |
14
-13
| -48% | -$780 | ﹤0.01% | 1706 |
|
|
2024
Q1 | $1.76K | Buy |
27
+4
| +17% | +$261 | ﹤0.01% | 1493 |
|
|
2023
Q4 | $2.11K | Sell |
23
-5
| -18% | -$458 | ﹤0.01% | 1406 |
|
|
2023
Q3 | $1.98K | Buy |
28
+2
| +8% | +$141 | ﹤0.01% | 1364 |
|
|
2023
Q2 | $1.66K | Buy |
26
+7
| +37% | +$448 | ﹤0.01% | 1451 |
|
|
2023
Q1 | $1.25K | Buy |
19
+1
| +6% | +$66 | ﹤0.01% | 1518 |
|
|
2022
Q4 | $733 | Sell |
18
-62
| -78% | -$2.53K | ﹤0.01% | 1668 |
|
|
2022
Q3 | $5K | Sell |
80
-2
| -2% | -$125 | ﹤0.01% | 1004 |
|
|
2022
Q2 | $7K | Sell |
82
-54
| -40% | -$4.61K | ﹤0.01% | 893 |
|
|
2022
Q1 | $17K | Buy |
136
+5
| +4% | +$625 | ﹤0.01% | 647 |
|
|
2021
Q4 | $30K | Buy |
131
+3
| +2% | +$687 | ﹤0.01% | 501 |
|
|
2021
Q3 | $40K | Buy |
128
+118
| +1,180% | +$36.9K | ﹤0.01% | 448 |
|
|
2021
Q2 | $5K | Hold |
10
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $3K | Sell |
10
-9
| -47% | -$2.7K | ﹤0.01% | 522 |
|
|
2020
Q4 | $6K | Buy |
19
+1
| +6% | +$316 | ﹤0.01% | 455 |
|
|
2020
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 496 |
|
|
2020
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 447 |
|