Affinity Investment Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,400
| Closed | -$374K | – | 192 |
|
|
2023
Q2 | $374K | Sell |
5,400
-5,118
| -49% | -$355K | 0.22% | 154 |
|
|
2023
Q1 | $907K | Sell |
10,518
-4,282
| -29% | -$369K | 0.48% | 77 |
|
|
2022
Q4 | $1.01M | Buy |
14,800
+277
| +2% | +$18.9K | 0.47% | 70 |
|
|
2022
Q3 | $826K | Buy |
14,523
+3,520
| +32% | +$200K | 0.43% | 81 |
|
|
2022
Q2 | $995K | Buy |
11,003
+1,521
| +16% | +$138K | 0.49% | 59 |
|
|
2022
Q1 | $1.43M | Buy |
9,482
+302
| +3% | +$45.6K | 0.59% | 50 |
|
|
2021
Q4 | $2.06M | Sell |
9,180
-87
| -0.9% | -$19.5K | 0.83% | 36 |
|
|
2021
Q3 | $2.2M | Buy |
9,267
+8
| +0.1% | +$1.9K | 0.99% | 32 |
|
|
2021
Q2 | $2.27M | Sell |
9,259
-3,430
| -27% | -$839K | 1.02% | 29 |
|
|
2021
Q1 | $2.8M | Buy |
12,689
+19
| +0.1% | +$4.19K | 1.02% | 36 |
|
|
2020
Q4 | $3.22M | Buy |
+12,670
| New | +$3.22M | 1.3% | 27 |
|