United Capital Financial Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $426K | Buy |
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|
2025
Q4 | $289K | Buy |
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|
2025
Q3 | $253K | Sell |
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|
2025
Q2 | $259K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $769K | Sell |
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|
2020
Q1 | $710K | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $875K | Sell |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $731K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $297K | Buy |
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