Advisory Services Network’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
5,487
-15,907
| -74% | -$1.56M | 0.01% | 1124 |
|
|
2025
Q1 | $2.25M | Buy |
+21,394
| New | +$2.25M | 0.04% | 465 |
|
|
2024
Q4 | – | Sell |
-6,092
| Closed | -$570K | – | 1682 |
|
|
2024
Q3 | $570K | Hold |
6,092
| – | – | 0.01% | 927 |
|
|
2024
Q2 | $570K | Buy |
6,092
+131
| +2% | +$12.3K | 0.01% | 927 |
|
|
2024
Q1 | $624K | Buy |
5,961
+62
| +1% | +$6.49K | 0.01% | 872 |
|
|
2023
Q4 | $534K | Sell |
5,899
-164
| -3% | -$14.8K | 0.01% | 874 |
|
|
2023
Q3 | $494K | Sell |
6,063
-9,202
| -60% | -$750K | 0.01% | 921 |
|
|
2023
Q2 | $1.06M | Buy |
15,265
+9,073
| +147% | +$629K | 0.03% | 606 |
|
|
2023
Q1 | $534K | Sell |
6,192
-9,319
| -60% | -$804K | 0.01% | 876 |
|
|
2022
Q4 | $1.06M | Sell |
15,511
-1,302
| -8% | -$89K | 0.03% | 581 |
|
|
2022
Q3 | $956K | Buy |
16,813
+8,019
| +91% | +$456K | 0.03% | 563 |
|
|
2022
Q2 | $795K | Sell |
8,794
-2,863
| -25% | -$259K | 0.03% | 644 |
|
|
2022
Q1 | $1.76M | Sell |
11,657
-2,035
| -15% | -$307K | 0.05% | 431 |
|
|
2021
Q4 | $3.07M | Buy |
13,692
+500
| +4% | +$112K | 0.09% | 275 |
|
|
2021
Q3 | $3.13M | Buy |
13,192
+905
| +7% | +$215K | 0.1% | 261 |
|
|
2021
Q2 | $3.01M | Sell |
12,287
-1,101
| -8% | -$269K | 0.09% | 269 |
|
|
2021
Q1 | $2.95M | Buy |
13,388
+2,186
| +20% | +$482K | 0.11% | 244 |
|
|
2020
Q4 | $2.85M | Buy |
11,202
+8,137
| +265% | +$2.07M | 0.11% | 212 |
|
|
2020
Q3 | $656K | Buy |
3,065
+480
| +19% | +$103K | 0.03% | 541 |
|
|
2020
Q2 | $518K | Buy |
2,585
+1,421
| +122% | +$285K | 0.03% | 584 |
|
|
2020
Q1 | $142K | Buy |
1,164
+626
| +116% | +$76.4K | 0.01% | 926 |
|
|
2019
Q4 | $62K | Sell |
538
-1,022
| -66% | -$118K | ﹤0.01% | 1397 |
|
|
2019
Q3 | $193K | Hold |
1,560
| – | – | 0.01% | 842 |
|
|
2019
Q2 | $193K | Buy |
1,560
+913
| +141% | +$113K | 0.01% | 840 |
|
|
2019
Q1 | $54K | Buy |
647
+17
| +3% | +$1.42K | ﹤0.01% | 1215 |
|
|
2018
Q4 | $40K | Hold |
630
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q3 | $44K | Buy |
630
+87
| +16% | +$6.08K | ﹤0.01% | 1279 |
|
|
2018
Q2 | $31K | Hold |
543
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q1 | $22K | Buy |
+543
| New | +$22K | ﹤0.01% | 1621 |
|