Key Financial Inc’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879 | Hold |
10
| – | – | ﹤0.01% | 1284 |
|
|
2025
Q1 | $704 | Hold |
10
| – | – | ﹤0.01% | 1255 |
|
|
2024
Q4 | $743 | Hold |
10
| – | – | ﹤0.01% | 1255 |
|
|
2024
Q3 | $747 | Buy |
10
+8
| +400% | +$598 | ﹤0.01% | 1225 |
|
|
2024
Q2 | $120 | Hold |
2
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q1 | $130 | Hold |
2
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q4 | $183 | Hold |
2
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q3 | $141 | Sell |
2
-137
| -99% | -$9.66K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $8.89K | Hold |
139
| – | – | ﹤0.01% | 769 |
|
|
2023
Q1 | $9.15K | Hold |
139
| – | – | ﹤0.01% | 706 |
|
|
2022
Q4 | $7.84K | Hold |
139
| – | – | ﹤0.01% | 688 |
|
|
2022
Q3 | $8K | Hold |
139
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $12K | Hold |
139
| – | – | 0.01% | 594 |
|
|
2022
Q1 | $17K | Hold |
139
| – | – | 0.01% | 530 |
|
|
2021
Q4 | $32K | Hold |
139
| – | – | 0.02% | 412 |
|
|
2021
Q3 | $44K | Buy |
139
+2
| +1% | +$633 | 0.02% | 356 |
|
|
2021
Q2 | $59K | Hold |
137
| – | – | 0.03% | 331 |
|
|
2021
Q1 | $45K | Sell |
137
-64
| -32% | -$21K | 0.03% | 294 |
|
|
2020
Q4 | $67K | Buy |
+201
| New | +$67K | 0.05% | 218 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | -$6K | – | 506 |
|
|
2020
Q1 | $6K | Buy |
+64
| New | +$6K | 0.01% | 492 |
|