Mutual Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,753
| Closed | -$207K | – | 1147 |
|
|
2024
Q4 | $207K | Buy |
+2,753
| New | +$207K | 0.01% | 1015 |
|
|
2022
Q4 | – | Sell |
-5,164
| Closed | -$291K | – | 962 |
|
|
2022
Q3 | $291K | Sell |
5,164
-1,803
| -26% | -$102K | 0.02% | 716 |
|
|
2022
Q2 | $572K | Sell |
6,967
-1,058
| -13% | -$86.9K | 0.04% | 493 |
|
|
2022
Q1 | $1.01M | Buy |
8,025
+239
| +3% | +$29.9K | 0.06% | 375 |
|
|
2021
Q4 | $1.78M | Buy |
7,786
+5,589
| +254% | +$1.28M | 0.09% | 251 |
|
|
2021
Q3 | $688K | Buy |
2,197
+288
| +15% | +$90.2K | 0.04% | 451 |
|
|
2021
Q2 | $877K | Buy |
1,909
+178
| +10% | +$81.8K | 0.05% | 383 |
|
|
2021
Q1 | $564K | Sell |
1,731
-71
| -4% | -$23.1K | 0.04% | 450 |
|
|
2020
Q4 | $598K | Sell |
1,802
-1,732
| -49% | -$575K | 0.04% | 425 |
|
|
2020
Q3 | $667K | Sell |
3,534
-1,895
| -35% | -$358K | 0.06% | 349 |
|
|
2020
Q2 | $633K | Buy |
5,429
+3,012
| +125% | +$351K | 0.06% | 323 |
|
|
2020
Q1 | $211K | Buy |
+2,417
| New | +$211K | 0.03% | 489 |
|