United Capital Financial Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+2,947
| New | +$259K | ﹤0.01% | 964 |
|
|
2024
Q1 | – | Sell |
-2,321
| Closed | -$213K | – | 1111 |
|
|
2023
Q4 | $213K | Buy |
+2,321
| New | +$213K | ﹤0.01% | 980 |
|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$331K | – | 1205 |
|
|
2021
Q4 | $331K | Sell |
1,450
-88
| -6% | -$20.1K | ﹤0.01% | 993 |
|
|
2021
Q3 | $482K | Sell |
1,538
-1,655
| -52% | -$519K | ﹤0.01% | 866 |
|
|
2021
Q2 | $1.47M | Buy |
3,193
+2,158
| +209% | +$991K | 0.01% | 603 |
|
|
2021
Q1 | $337K | Sell |
1,035
-180
| -15% | -$58.6K | ﹤0.01% | 955 |
|
|
2020
Q4 | $403K | Sell |
1,215
-451
| -27% | -$150K | ﹤0.01% | 907 |
|
|
2020
Q3 | $315K | Sell |
1,666
-4,935
| -75% | -$933K | ﹤0.01% | 942 |
|
|
2020
Q2 | $769K | Sell |
6,601
-1,510
| -19% | -$176K | 0.01% | 729 |
|
|
2020
Q1 | $710K | Sell |
8,111
-237
| -3% | -$20.7K | 0.01% | 704 |
|
|
2019
Q4 | $1.12M | Sell |
8,348
-249
| -3% | -$33.3K | 0.01% | 732 |
|
|
2019
Q3 | $875K | Sell |
8,597
-3,281
| -28% | -$334K | 0.01% | 780 |
|
|
2019
Q2 | $1.08M | Buy |
11,878
+543
| +5% | +$49.2K | 0.01% | 783 |
|
|
2019
Q1 | $731K | Buy |
+11,335
| New | +$731K | 0.01% | 860 |
|
|
2018
Q4 | – | Sell |
-4,060
| Closed | -$297K | – | 1356 |
|
|
2018
Q3 | $297K | Buy |
+4,060
| New | +$297K | ﹤0.01% | 1113 |
|