Advisornet Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.5K | Buy |
705
+615
| +683% | +$61.5K | ﹤0.01% | 870 |
|
|
2025
Q1 | $9.47K | Buy |
90
+82
| +1,025% | +$8.63K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $630 | Buy |
8
+4
| +100% | +$315 | ﹤0.01% | 1713 |
|
|
2024
Q3 | $297 | Hold |
4
| – | – | ﹤0.01% | 2065 |
|
|
2024
Q2 | $374 | Sell |
4
-10
| -71% | -$935 | ﹤0.01% | 1962 |
|
|
2024
Q1 | $1.47K | Sell |
14
-12
| -46% | -$1.26K | ﹤0.01% | 1658 |
|
|
2023
Q4 | $2.35K | Buy |
26
+6
| +30% | +$543 | ﹤0.01% | 1673 |
|
|
2023
Q3 | $1.63K | Sell |
20
-62
| -76% | -$5.05K | ﹤0.01% | 1692 |
|
|
2023
Q2 | $5.69K | Sell |
82
-5
| -6% | -$347 | ﹤0.01% | 1475 |
|
|
2023
Q1 | $7.5K | Buy |
87
+2
| +2% | +$172 | ﹤0.01% | 1385 |
|
|
2022
Q4 | $5.81K | Buy |
85
+26
| +44% | +$1.78K | ﹤0.01% | 1436 |
|
|
2022
Q3 | $3K | Sell |
59
-76
| -56% | -$3.86K | ﹤0.01% | 1600 |
|
|
2022
Q2 | $12K | Sell |
135
-5,086
| -97% | -$452K | ﹤0.01% | 1287 |
|
|
2022
Q1 | $788K | Buy |
5,221
+857
| +20% | +$129K | 0.05% | 291 |
|
|
2021
Q4 | $978K | Sell |
4,364
-28
| -0.6% | -$6.28K | 0.06% | 267 |
|
|
2021
Q3 | $1.04M | Buy |
4,392
+15
| +0.3% | +$3.56K | 0.07% | 228 |
|
|
2021
Q2 | $1.07M | Buy |
4,377
+367
| +9% | +$89.8K | 0.07% | 240 |
|
|
2021
Q1 | $884K | Buy |
4,010
+340
| +9% | +$75K | 0.06% | 259 |
|
|
2020
Q4 | $933K | Sell |
3,670
-175
| -5% | -$44.5K | 0.08% | 230 |
|
|
2020
Q3 | $822K | Sell |
3,845
-1,490
| -28% | -$319K | 0.07% | 244 |
|
|
2020
Q2 | $1.07M | Sell |
5,335
-126
| -2% | -$25.2K | 0.09% | 204 |
|
|
2020
Q1 | $668K | Sell |
5,461
-431
| -7% | -$52.7K | 0.06% | 251 |
|
|
2019
Q4 | $680K | Buy |
5,892
+710
| +14% | +$81.9K | 0.06% | 285 |
|
|
2019
Q3 | $510K | Sell |
5,182
-791
| -13% | -$77.8K | 0.05% | 329 |
|
|
2019
Q2 | $738K | Sell |
5,973
-224
| -4% | -$27.7K | 0.08% | 239 |
|
|
2019
Q1 | $513K | Sell |
6,197
-883
| -12% | -$73.1K | 0.06% | 274 |
|
|
2018
Q4 | $452K | Buy |
7,080
+2,215
| +46% | +$141K | 0.06% | 261 |
|
|
2018
Q3 | $342K | Buy |
4,865
+4,765
| +4,765% | +$335K | 0.04% | 323 |
|
|
2018
Q2 | $5K | Sell |
100
-200
| -67% | -$10K | ﹤0.01% | 1284 |
|
|
2018
Q1 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 1058 |
|