SteelPeak Wealth’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
5,483
-495
| -8% | -$43.5K | 0.02% | 351 |
|
|
2025
Q1 | $421K | Buy |
5,978
+2,507
| +72% | +$177K | 0.02% | 355 |
|
|
2024
Q4 | $258K | Buy |
+3,471
| New | +$258K | 0.01% | 416 |
|
|
2024
Q3 | – | Sell |
-9,053
| Closed | -$543K | – | 502 |
|
|
2024
Q2 | $543K | Sell |
9,053
-106
| -1% | -$6.35K | 0.03% | 283 |
|
|
2024
Q1 | $597K | Buy |
9,159
+4,011
| +78% | +$261K | 0.03% | 265 |
|
|
2023
Q4 | $472K | Sell |
5,148
-1,777
| -26% | -$163K | 0.03% | 270 |
|
|
2023
Q3 | $489K | Buy |
6,925
+2,869
| +71% | +$203K | 0.03% | 255 |
|
|
2023
Q2 | $259K | Sell |
4,056
-1,642
| -29% | -$105K | 0.02% | 338 |
|
|
2023
Q1 | $375K | Buy |
+5,698
| New | +$375K | 0.03% | 265 |
|
|
2022
Q4 | – | Sell |
-5,547
| Closed | -$313K | – | 438 |
|
|
2022
Q3 | $313K | Sell |
5,547
-937
| -14% | -$52.9K | 0.02% | 314 |
|
|
2022
Q2 | $533K | Sell |
6,484
-3,159
| -33% | -$260K | 0.04% | 242 |
|
|
2022
Q1 | $1.21M | Sell |
9,643
-1,821
| -16% | -$228K | 0.07% | 154 |
|
|
2021
Q4 | $2.62M | Buy |
11,464
+2,924
| +34% | +$667K | 0.15% | 100 |
|
|
2021
Q3 | $2.68M | Sell |
8,540
-341
| -4% | -$107K | 0.18% | 94 |
|
|
2021
Q2 | $4.08M | Buy |
8,881
+3,302
| +59% | +$1.52M | 0.29% | 76 |
|
|
2021
Q1 | $1.82M | Buy |
5,579
+1,556
| +39% | +$507K | 0.14% | 104 |
|
|
2020
Q4 | $1.34M | Buy |
4,023
+636
| +19% | +$211K | 0.12% | 131 |
|
|
2020
Q3 | $639K | Buy |
3,387
+1,157
| +52% | +$218K | 0.07% | 156 |
|
|
2020
Q2 | $260K | Sell |
2,230
-799
| -26% | -$93.2K | 0.03% | 207 |
|
|
2020
Q1 | $265K | Buy |
3,029
+1,808
| +148% | +$158K | 0.04% | 182 |
|
|
2019
Q4 | $163K | Buy |
+1,221
| New | +$163K | 0.02% | 241 |
|