SW
SkyOak Wealth’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
3,476
| – | – | 0.06% | 173 |
|
|
2025
Q1 | $245K | Buy |
3,476
+15
| +0.4% | +$1.06K | 0.05% | 196 |
|
|
2024
Q4 | $257K | Hold |
3,461
| – | – | 0.06% | 207 |
|
|
2024
Q3 | $258K | Sell |
3,461
-2
| -0.1% | -$149 | 0.06% | 193 |
|
|
2024
Q2 | $208K | Hold |
3,463
| – | – | 0.05% | 225 |
|
|
2024
Q1 | $226K | Sell |
3,463
-2,083
| -38% | -$136K | 0.05% | 217 |
|
|
2023
Q4 | $508K | Sell |
5,546
-620
| -10% | -$56.8K | 0.13% | 117 |
|
|
2023
Q3 | $435K | Sell |
6,166
-142
| -2% | -$10K | 0.13% | 120 |
|
|
2023
Q2 | $403K | Sell |
6,308
-103
| -2% | -$6.59K | 0.11% | 135 |
|
|
2023
Q1 | $422K | Sell |
6,411
-27
| -0.4% | -$1.78K | 0.13% | 130 |
|
|
2022
Q4 | $262K | Sell |
6,438
-163
| -2% | -$6.63K | 0.09% | 173 |
|
|
2022
Q3 | $372K | Buy |
+6,601
| New | +$372K | 0.13% | 132 |
|
|
2022
Q1 | – | Sell |
-2,311
| Closed | -$527K | – | 265 |
|
|
2021
Q4 | $527K | Buy |
2,311
+1,200
| +108% | +$274K | 0.13% | 130 |
|
|
2021
Q3 | $348K | Buy |
+1,111
| New | +$348K | 0.09% | 155 |
|
|
2021
Q1 | – | Sell |
-3,070
| Closed | -$1.02M | – | 248 |
|
|
2020
Q4 | $1.02M | Buy |
+3,070
| New | +$1.02M | 0.32% | 81 |
|