Summit Securities Group’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600
| Closed | -$45K | – | 715 |
|
|
2024
Q3 | $45K | Buy |
+600
| New | +$45K | 0.01% | 141 |
|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$98K | – | 626 |
|
|
2024
Q1 | $98K | Buy |
+1,500
| New | +$98K | 0.02% | 101 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 996 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$564K | – | 1089 |
|
|
2022
Q3 | $564K | Buy |
+10,000
| New | +$564K | 0.04% | 125 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 924 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 500 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 464 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 461 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 392 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 333 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 238 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 277 |
|