Advisory Research’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,609
| Closed | -$394K | – | 396 |
|
|
2021
Q2 | $394K | Buy |
+1,609
| New | +$394K | 0.03% | 288 |
|
|
2021
Q1 | – | Sell |
-1,371
| Closed | -$349K | – | 373 |
|
|
2020
Q4 | $349K | Buy |
1,371
+267
| +24% | +$68K | 0.03% | 282 |
|
|
2020
Q3 | $236K | Sell |
1,104
-637
| -37% | -$136K | 0.02% | 285 |
|
|
2020
Q2 | $349K | Sell |
1,741
-891
| -34% | -$179K | 0.03% | 272 |
|
|
2020
Q1 | $322K | Sell |
2,632
-734
| -22% | -$89.8K | 0.02% | 236 |
|
|
2019
Q4 | $388K | Buy |
+3,366
| New | +$388K | 0.02% | 259 |
|