Synergy Financial Group’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
3,163
-131
| -4% | -$11.5K | 0.2% | 91 |
|
|
2025
Q1 | $232K | Buy |
3,294
+336
| +11% | +$23.7K | 0.21% | 99 |
|
|
2024
Q4 | $220K | Buy |
+2,958
| New | +$220K | 0.18% | 94 |
|
|
2022
Q4 | – | Sell |
-3,726
| Closed | -$210K | – | 81 |
|
|
2022
Q3 | $210K | Buy |
3,726
+238
| +7% | +$13.4K | 0.31% | 86 |
|
|
2022
Q2 | $287K | Hold |
3,488
| – | – | 0.45% | 65 |
|
|
2022
Q1 | $437K | Hold |
3,488
| – | – | 0.46% | 57 |
|
|
2021
Q4 | $796K | Buy |
+3,488
| New | +$796K | 0.71% | 40 |
|