AJ Wealth Strategies’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $392K | Buy |
5,650
+104
| +2% | +$7.21K | 0.02% | 207 |
|
|
2023
Q1 | $478K | Hold |
5,546
| – | – | 0.02% | 182 |
|
|
2022
Q4 | $379K | Sell |
5,546
-550
| -9% | -$37.6K | 0.02% | 206 |
|
|
2022
Q3 | $347K | Hold |
6,096
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $551K | Sell |
6,096
-652
| -10% | -$58.9K | 0.03% | 178 |
|
|
2022
Q1 | $1.02M | Sell |
6,748
-200
| -3% | -$30.2K | 0.05% | 136 |
|
|
2021
Q4 | $1.56M | Buy |
6,948
+350
| +5% | +$78.5K | 0.07% | 113 |
|
|
2021
Q3 | $1.57M | Hold |
6,598
| – | – | 0.08% | 99 |
|
|
2021
Q2 | $1.61M | Buy |
6,598
+100
| +2% | +$24.5K | 0.1% | 95 |
|
|
2021
Q1 | $1.43M | Buy |
6,498
+952
| +17% | +$210K | 0.1% | 92 |
|
|
2020
Q4 | $1.41M | Hold |
5,546
| – | – | 0.12% | 84 |
|
|
2020
Q3 | $1.19M | Hold |
5,546
| – | – | 0.12% | 75 |
|
|
2020
Q2 | $1.11M | Buy |
+5,546
| New | +$1.11M | 0.12% | 70 |
|