Jones Financial Companies’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
7,740
+1,607
| +26% | +$140K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $445K | Buy |
6,133
+1,654
| +37% | +$120K | ﹤0.01% | 1181 |
|
|
2024
Q4 | $333K | Buy |
4,479
+1,382
| +45% | +$103K | ﹤0.01% | 1151 |
|
|
2024
Q3 | $230K | Sell |
3,097
-948
| -23% | -$70.5K | ﹤0.01% | 1085 |
|
|
2024
Q2 | $242K | Buy |
4,045
+3,505
| +649% | +$210K | ﹤0.01% | 772 |
|
|
2024
Q1 | $35.2K | Buy |
540
+403
| +294% | +$26.3K | ﹤0.01% | 793 |
|
|
2023
Q4 | $12.6K | Buy |
+137
| New | +$12.6K | ﹤0.01% | 650 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$2K | – | 768 |
|
|
2021
Q1 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 746 |
|