SWM
SFG Wealth Management’s Roblox RBLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,450
| Closed | -$1.13M | – | 114 |
|
|
2025
Q1 | $1.13M | Hold |
19,450
| – | – | 0.55% | 36 |
|
|
2024
Q4 | $1.13M | Sell |
19,450
-22,600
| -54% | -$1.31M | 0.59% | 28 |
|
|
2024
Q3 | $1.86M | Sell |
42,050
-500
| -1% | -$22.1K | 0.99% | 18 |
|
|
2024
Q2 | $1.58M | Hold |
42,550
| – | – | 0.9% | 20 |
|
|
2024
Q1 | $1.62M | Hold |
42,550
| – | – | 0.96% | 19 |
|
|
2023
Q4 | $1.95M | Hold |
42,550
| – | – | 1.29% | 15 |
|
|
2023
Q3 | $1.23M | Hold |
42,550
| – | – | 0.98% | 17 |
|
|
2023
Q2 | $1.71M | Hold |
42,550
| – | – | 1.44% | 11 |
|
|
2023
Q1 | $1.91M | Hold |
42,550
| – | – | 2.12% | 8 |
|
|
2022
Q4 | $1.21M | Hold |
42,550
| – | – | 1.5% | 12 |
|
|
2022
Q3 | $1.53M | Sell |
42,550
-5,000
| -11% | -$179K | 2.06% | 13 |
|
|
2022
Q2 | $1.56M | Sell |
47,550
-240
| -0.5% | -$7.88K | 1.82% | 18 |
|
|
2022
Q1 | $2.21M | Buy |
47,790
+5,240
| +12% | +$242K | 2.07% | 18 |
|
|
2021
Q4 | $4.39M | Buy |
+42,550
| New | +$4.39M | 3.9% | 5 |
|