Optimum Investment Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68K | Hold |
76
| – | – | ﹤0.01% | 529 |
|
|
2025
Q1 | $5.35K | Hold |
76
| – | – | ﹤0.01% | 556 |
|
|
2024
Q4 | $5.65K | Sell |
76
-200
| -72% | -$14.9K | ﹤0.01% | 544 |
|
|
2024
Q3 | $20.6K | Hold |
276
| – | – | 0.01% | 450 |
|
|
2024
Q2 | $16.5K | Sell |
276
-300
| -52% | -$18K | 0.01% | 465 |
|
|
2024
Q1 | $37.5K | Hold |
576
| – | – | 0.02% | 393 |
|
|
2023
Q4 | $52.8K | Hold |
576
| – | – | 0.03% | 346 |
|
|
2023
Q3 | $40.7K | Buy |
576
+40
| +7% | +$2.82K | 0.02% | 386 |
|
|
2023
Q2 | $34.3K | Sell |
536
-100
| -16% | -$6.4K | 0.02% | 413 |
|
|
2023
Q1 | $41.9K | Sell |
636
-50
| -7% | -$3.29K | 0.02% | 393 |
|
|
2022
Q4 | $27.9K | Sell |
686
-100
| -13% | -$4.07K | 0.02% | 445 |
|
|
2022
Q3 | $44K | Hold |
786
| – | – | 0.02% | 396 |
|
|
2022
Q2 | $65K | Hold |
786
| – | – | 0.03% | 355 |
|
|
2022
Q1 | $98K | Buy |
786
+100
| +15% | +$12.5K | 0.04% | 322 |
|
|
2021
Q4 | $157K | Sell |
686
-94
| -12% | -$21.5K | 0.06% | 267 |
|
|
2021
Q3 | $244K | Buy |
780
+205
| +36% | +$64.1K | 0.1% | 188 |
|
|
2021
Q2 | $264K | Sell |
575
-203
| -26% | -$93.2K | 0.08% | 217 |
|
|
2021
Q1 | $253K | Sell |
778
-30
| -4% | -$9.76K | 0.07% | 225 |
|
|
2020
Q4 | $268K | Buy |
808
+150
| +23% | +$49.8K | 0.08% | 211 |
|
|
2020
Q3 | $124K | Sell |
658
-392
| -37% | -$73.9K | 0.04% | 300 |
|
|
2020
Q2 | $122K | Buy |
1,050
+59
| +6% | +$6.86K | 0.04% | 293 |
|
|
2020
Q1 | $87K | Buy |
991
+925
| +1,402% | +$81.2K | 0.04% | 330 |
|
|
2019
Q4 | $9K | Sell |
66
-134
| -67% | -$18.3K | ﹤0.01% | 792 |
|
|
2019
Q3 | $20K | Sell |
200
-1,100
| -85% | -$110K | 0.01% | 683 |
|
|
2019
Q2 | $118K | Buy |
+1,300
| New | +$118K | 0.04% | 345 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$9K | – | 1052 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 857 |
|
|
2018
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 882 |
|