Addison Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 619 |
|
|
2025
Q1 | $10.5K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2024
Q4 | $7.88K | Hold |
100
| – | – | ﹤0.01% | 618 |
|
|
2024
Q3 | $7.43K | Hold |
100
| – | – | ﹤0.01% | 629 |
|
|
2024
Q2 | $9.36K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
|
2024
Q1 | $10.5K | Hold |
100
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $9.05K | Sell |
100
-125
| -56% | -$11.3K | ﹤0.01% | 523 |
|
|
2023
Q3 | $18.3K | Hold |
225
| – | – | 0.01% | 434 |
|
|
2023
Q2 | $15.6K | Hold |
225
| – | – | 0.01% | 435 |
|
|
2023
Q1 | $19.4K | Hold |
225
| – | – | 0.01% | 400 |
|
|
2022
Q4 | $15.4K | Sell |
225
-4
| -2% | -$273 | 0.01% | 404 |
|
|
2022
Q3 | $13K | Hold |
229
| – | – | 0.01% | 417 |
|
|
2022
Q2 | $21K | Buy |
229
+1
| +0.4% | +$92 | 0.01% | 352 |
|
|
2022
Q1 | $34K | Buy |
228
+125
| +121% | +$18.6K | 0.02% | 336 |
|
|
2021
Q4 | $23K | Buy |
103
+3
| +3% | +$670 | 0.01% | 322 |
|
|
2021
Q3 | $24K | Hold |
100
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $24K | Buy |
+100
| New | +$24K | 0.02% | 244 |
|
|
2020
Q4 | $25K | Buy |
+100
| New | +$25K | 0.02% | 231 |
|