TFC Financial Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704 | Buy |
+8
| New | +$704 | ﹤0.01% | 624 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$74.3K | – | 1031 |
|
|
2024
Q4 | $74.3K | Hold |
1,000
| – | – | 0.01% | 216 |
|
|
2024
Q3 | $74.7K | Hold |
1,000
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $59.9K | Sell |
1,000
-5
| -0.5% | -$300 | 0.01% | 222 |
|
|
2024
Q1 | $65.5K | Hold |
1,005
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $92.1K | Hold |
1,005
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $70.9K | Hold |
1,005
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $64.3K | Buy |
1,005
+5
| +0.5% | +$320 | 0.02% | 199 |
|
|
2023
Q1 | $65.8K | Hold |
1,000
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $40.7K | Buy |
+1,000
| New | +$40.7K | 0.01% | 212 |
|
|
2022
Q2 | – | Sell |
-59
| Closed | -$7K | – | 559 |
|
|
2022
Q1 | $7K | Sell |
59
-364
| -86% | -$43.2K | ﹤0.01% | 329 |
|
|
2021
Q4 | $97K | Hold |
423
| – | – | 0.03% | 164 |
|
|
2021
Q3 | $133K | Hold |
423
| – | – | 0.04% | 136 |
|
|
2021
Q2 | $194K | Buy |
423
+10
| +2% | +$4.59K | 0.07% | 100 |
|
|
2021
Q1 | $135K | Sell |
413
-100
| -19% | -$32.7K | 0.05% | 116 |
|
|
2020
Q4 | $170K | Buy |
513
+22
| +4% | +$7.29K | 0.07% | 95 |
|
|
2020
Q3 | $93K | Buy |
+491
| New | +$93K | 0.05% | 127 |
|