Kestra Private Wealth Services’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $815K | Buy |
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|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $279K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $763K | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $974K | Buy |
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|
2020
Q4 | $966K | Sell |
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|
2020
Q3 | $581K | Buy |
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