Opes Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
5,530
+5
| +0.1% | +$439 | 0.09% | 91 |
|
|
2025
Q1 | $389K | Hold |
5,525
| – | – | 0.08% | 102 |
|
|
2024
Q4 | $411K | Hold |
5,525
| – | – | 0.08% | 95 |
|
|
2024
Q3 | $412K | Buy |
5,525
+25
| +0.5% | +$1.87K | 0.08% | 94 |
|
|
2024
Q2 | $330K | Sell |
5,500
-5
| -0.1% | -$300 | 0.07% | 100 |
|
|
2024
Q1 | $359K | Sell |
5,505
-15
| -0.3% | -$978 | 0.08% | 99 |
|
|
2023
Q4 | $506K | Buy |
5,520
+15
| +0.3% | +$1.38K | 0.12% | 79 |
|
|
2023
Q3 | $389K | Buy |
5,505
+5
| +0.1% | +$353 | 0.11% | 91 |
|
|
2023
Q2 | $352K | Hold |
5,500
| – | – | 0.1% | 96 |
|
|
2023
Q1 | $362K | Hold |
5,500
| – | – | 0.12% | 82 |
|
|
2022
Q4 | $224K | Hold |
5,500
| – | – | 0.08% | 93 |
|
|
2022
Q3 | $310K | Hold |
5,500
| – | – | 0.12% | 76 |
|
|
2022
Q2 | $452K | Hold |
5,500
| – | – | 0.18% | 56 |
|
|
2022
Q1 | $689K | Hold |
5,500
| – | – | 0.22% | 60 |
|
|
2021
Q4 | $1.26M | Hold |
5,500
| – | – | 0.39% | 43 |
|
|
2021
Q3 | $1.72M | Hold |
5,500
| – | – | 0.61% | 35 |
|
|
2021
Q2 | $2.53M | Hold |
5,500
| – | – | 0.93% | 28 |
|
|
2021
Q1 | $1.79M | Hold |
5,500
| – | – | 0.7% | 33 |
|
|
2020
Q4 | $1.83M | Sell |
5,500
-6
| -0.1% | -$1.99K | 0.88% | 28 |
|
|
2020
Q3 | $1.04M | Hold |
5,506
| – | – | 0.5% | 34 |
|
|
2020
Q2 | $642K | Buy |
+5,506
| New | +$642K | 0.33% | 41 |
|