Synergy Financial Group’s Roku ROKU Stock Holding History

Synergy Financial Group’s Portfolio ROKU Stock Details ROKU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$313K	Sell
2025 Q2	$278K	Sell
2025 Q1	$232K	Buy
2024 Q4	$220K	Buy
2022 Q4	–	Sell
2022 Q3	$210K	Buy
2022 Q2	$287K	Hold
2022 Q1	$437K	Hold
2021 Q4	$796K	Buy