AE Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,375
| Closed | -$771K | – | 2152 |
|
|
2024
Q3 | $771K | Sell |
10,375
-30,576
| -75% | -$2.27M | 0.01% | 763 |
|
|
2024
Q2 | $3.83M | Buy |
40,951
+10,982
| +37% | +$1.03M | 0.04% | 387 |
|
|
2024
Q1 | $3.14M | Sell |
29,969
-71,355
| -70% | -$7.47M | 0.04% | 395 |
|
|
2023
Q4 | $8.59M | Sell |
101,324
-6,107
| -6% | -$518K | 0.04% | 435 |
|
|
2023
Q3 | $8.76M | Sell |
107,431
-2,879
| -3% | -$235K | 0.05% | 410 |
|
|
2023
Q2 | $7.65M | Buy |
110,310
+21,761
| +25% | +$1.51M | 0.05% | 430 |
|
|
2023
Q1 | $7.64M | Buy |
88,549
+9,821
| +12% | +$847K | 0.05% | 406 |
|
|
2022
Q4 | $5.38M | Sell |
78,728
-2,558
| -3% | -$175K | 0.04% | 461 |
|
|
2022
Q3 | $4.62M | Buy |
81,286
+26,231
| +48% | +$1.49M | 0.04% | 444 |
|
|
2022
Q2 | $4.98M | Buy |
55,055
+18,601
| +51% | +$1.68M | 0.04% | 412 |
|
|
2022
Q1 | $5.5M | Sell |
36,454
-10,081
| -22% | -$1.52M | 0.04% | 412 |
|
|
2021
Q4 | $10.4M | Buy |
46,535
+516
| +1% | +$116K | 0.07% | 258 |
|
|
2021
Q3 | $10.9M | Sell |
46,019
-794
| -2% | -$188K | 0.09% | 228 |
|
|
2021
Q2 | $11.5M | Buy |
46,813
+7,968
| +21% | +$1.95M | 0.1% | 200 |
|
|
2021
Q1 | $8.56M | Buy |
38,845
+2,403
| +7% | +$530K | 0.09% | 224 |
|
|
2020
Q4 | $9.27M | Sell |
36,442
-219
| -0.6% | -$55.7K | 0.11% | 191 |
|
|
2020
Q3 | $7.84M | Buy |
36,661
+8,451
| +30% | +$1.81M | 0.11% | 170 |
|
|
2020
Q2 | $5.65M | Buy |
28,210
+17,504
| +163% | +$3.5M | 0.09% | 206 |
|
|
2020
Q1 | $1.31M | Buy |
10,706
+387
| +4% | +$47.3K | 0.03% | 415 |
|
|
2019
Q4 | $1.19M | Buy |
10,319
+761
| +8% | +$87.8K | 0.03% | 491 |
|
|
2019
Q3 | $941K | Buy |
9,558
+685
| +8% | +$67.4K | 0.03% | 463 |
|
|
2019
Q2 | $1.1M | Buy |
+8,873
| New | +$1.1M | 0.03% | 383 |
|