SVB 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 | – | Sell |
-5,240
| Closed | -$369K | – | 1390 |
|
|
2025
Q1 | $369K | Buy |
5,240
+111
| +2% | +$7.82K | 0.02% | 237 |
|
|
2024
Q4 | $381K | Buy |
+5,129
| New | +$381K | 0.01% | 491 |
|
|
2024
Q3 | – | Sell |
-5,112
| Closed | -$306K | – | 476 |
|
|
2024
Q2 | $306K | Sell |
5,112
-3,785
| -43% | -$227K | 0.01% | 558 |
|
|
2024
Q1 | $580K | Sell |
8,897
-1,114
| -11% | -$72.6K | 0.01% | 447 |
|
|
2023
Q4 | $918K | Buy |
10,011
+4,735
| +90% | +$434K | 0.02% | 349 |
|
|
2023
Q3 | $372K | Sell |
5,276
-1
| -0% | -$71 | 0.01% | 535 |
|
|
2023
Q2 | $338K | Buy |
5,277
+102
| +2% | +$6.52K | 0.01% | 618 |
|
|
2023
Q1 | $341K | Sell |
5,175
-248
| -5% | -$16.3K | ﹤0.01% | 671 |
|
|
2022
Q4 | $221K | Sell |
5,423
-101,733
| -95% | -$4.14M | ﹤0.01% | 877 |
|
|
2022
Q3 | $6.04M | Buy |
+107,156
| New | +$6.04M | 0.09% | 152 |
|