Advisors Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97K | Sell |
970
-103
| -10% | -$10.3K | ﹤0.01% | 1203 |
|
|
2025
Q1 | $113K | Buy |
1,073
+120
| +13% | +$12.6K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $75.1K | Sell |
953
-117
| -11% | -$9.22K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $79.5K | Sell |
1,070
-31
| -3% | -$2.31K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $103K | Buy |
1,101
+59
| +6% | +$5.52K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $109K | Buy |
1,042
+199
| +24% | +$20.8K | ﹤0.01% | 1203 |
|
|
2023
Q4 | $76.3K | Buy |
843
+18
| +2% | +$1.63K | ﹤0.01% | 1220 |
|
|
2023
Q3 | $67.2K | Buy |
825
+102
| +14% | +$8.31K | ﹤0.01% | 1237 |
|
|
2023
Q2 | $50.1K | Sell |
723
-1,255
| -63% | -$87K | ﹤0.01% | 1283 |
|
|
2023
Q1 | $171K | Sell |
1,978
-1,568
| -44% | -$135K | ﹤0.01% | 1143 |
|
|
2022
Q4 | $242K | Sell |
3,546
-1,415
| -29% | -$96.7K | 0.01% | 1095 |
|
|
2022
Q3 | $282K | Sell |
4,961
-2,866
| -37% | -$163K | 0.01% | 1069 |
|
|
2022
Q2 | $708K | Sell |
7,827
-1,374
| -15% | -$124K | 0.01% | 855 |
|
|
2022
Q1 | $1.39M | Buy |
9,201
+472
| +5% | +$71.3K | 0.02% | 705 |
|
|
2021
Q4 | $1.96M | Buy |
8,729
+406
| +5% | +$91K | 0.03% | 622 |
|
|
2021
Q3 | $1.98M | Buy |
8,323
+57
| +0.7% | +$13.5K | 0.03% | 598 |
|
|
2021
Q2 | $2.02M | Sell |
8,266
-305
| -4% | -$74.6K | 0.03% | 596 |
|
|
2021
Q1 | $1.89M | Buy |
8,571
+259
| +3% | +$57.1K | 0.03% | 614 |
|
|
2020
Q4 | $2.11M | Sell |
8,312
-1,837
| -18% | -$467K | 0.03% | 528 |
|
|
2020
Q3 | $2.17M | Sell |
10,149
-2,172
| -18% | -$464K | 0.04% | 433 |
|
|
2020
Q2 | $2.47M | Sell |
12,321
-1,733
| -12% | -$347K | 0.05% | 390 |
|
|
2020
Q1 | $1.72M | Buy |
14,054
+3,001
| +27% | +$367K | 0.04% | 452 |
|
|
2019
Q4 | $1.28M | Buy |
11,053
+730
| +7% | +$84.2K | 0.02% | 678 |
|
|
2019
Q3 | $1.02M | Buy |
10,323
+1,078
| +12% | +$106K | 0.02% | 751 |
|
|
2019
Q2 | $1.14M | Buy |
9,245
+2,876
| +45% | +$355K | 0.02% | 730 |
|
|
2019
Q1 | $527K | Buy |
+6,369
| New | +$527K | 0.01% | 1067 |
|