Advisory Resource Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,222
| Closed | -$472K | – | 141 |
|
|
2022
Q2 | $472K | Buy |
5,222
+2,842
| +119% | +$257K | 0.15% | 70 |
|
|
2022
Q1 | $359K | Buy |
2,380
+356
| +18% | +$53.7K | 0.11% | 99 |
|
|
2021
Q4 | $401K | Buy |
2,024
+622
| +44% | +$123K | 0.13% | 82 |
|
|
2021
Q3 | $333K | Buy |
1,402
+41
| +3% | +$9.74K | 0.12% | 99 |
|
|
2021
Q2 | $333K | Buy |
1,361
+416
| +44% | +$102K | 0.13% | 89 |
|
|
2021
Q1 | $208K | Buy |
945
+102
| +12% | +$22.5K | 0.1% | 108 |
|
|
2020
Q4 | $214K | Buy |
+843
| New | +$214K | 0.11% | 94 |
|
|
2020
Q3 | – | Sell |
-2,767
| Closed | -$554K | – | 106 |
|
|
2020
Q2 | $554K | Buy |
+2,767
| New | +$554K | 0.34% | 46 |
|