Mark Sheptoff Financial Planning’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6K | Hold |
200
| – | – | 0.01% | 281 |
|
|
2025
Q1 | $14.1K | Hold |
200
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $14.9K | Hold |
200
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $14.9K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $12K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $13K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $18.3K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $14.1K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $12.8K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $13.2K | Hold |
200
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $8.14K | Hold |
200
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $25K | Sell |
200
-90
| -31% | -$11.3K | 0.01% | 231 |
|
|
2021
Q4 | $66K | Hold |
290
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $91K | Hold |
290
| – | – | 0.05% | 146 |
|
|
2021
Q2 | $133K | Buy |
290
+90
| +45% | +$41.3K | 0.07% | 125 |
|
|
2021
Q1 | $65K | Hold |
200
| – | – | 0.04% | 150 |
|
|
2020
Q4 | $66K | Hold |
200
| – | – | 0.04% | 148 |
|
|
2020
Q3 | $38K | Hold |
200
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $23K | Hold |
200
| – | – | 0.01% | 189 |
|
|
2020
Q1 | $17K | Hold |
200
| – | – | 0.01% | 188 |
|
|
2019
Q4 | $27K | Hold |
200
| – | – | 0.02% | 192 |
|
|
2019
Q3 | $20K | Hold |
200
| – | – | 0.01% | 213 |
|
|
2019
Q2 | $18K | Hold |
200
| – | – | 0.01% | 219 |
|
|
2019
Q1 | $13K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $6K | Sell |
200
-500
| -71% | -$15K | 0.01% | 272 |
|
|
2018
Q3 | $51K | Buy |
+700
| New | +$51K | 0.04% | 161 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$13K | – | 383 |
|
|
2017
Q3 | $13K | Buy |
+500
| New | +$13K | 0.01% | 274 |
|