Sequoia Financial 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 | $319K | Buy |
3,631
+12
| +0.3% | +$1.06K | ﹤0.01% | 1227 |
|
|
2025
Q1 | $255K | Sell |
3,619
-322
| -8% | -$22.7K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $293K | Sell |
3,941
-780
| -17% | -$58K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $352K | Buy |
4,721
+202
| +4% | +$15.1K | ﹤0.01% | 900 |
|
|
2024
Q2 | $271K | Buy |
4,519
+270
| +6% | +$16.2K | ﹤0.01% | 935 |
|
|
2024
Q1 | $277K | Sell |
4,249
-6,220
| -59% | -$405K | ﹤0.01% | 890 |
|
|
2023
Q4 | $960K | Buy |
10,469
+6,672
| +176% | +$612K | 0.01% | 537 |
|
|
2023
Q3 | $268K | Buy |
3,797
+327
| +9% | +$23.1K | ﹤0.01% | 731 |
|
|
2023
Q2 | $222K | Buy |
+3,470
| New | +$222K | ﹤0.01% | 819 |
|
|
2021
Q3 | – | Sell |
-534
| Closed | -$245K | – | 408 |
|
|
2021
Q2 | $245K | Buy |
+534
| New | +$245K | 0.01% | 416 |
|
|
2021
Q1 | – | Sell |
-691
| Closed | -$229K | – | 460 |
|
|
2020
Q4 | $229K | Buy |
+691
| New | +$229K | 0.01% | 368 |
|