Albion Financial Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$90.5K | – | 514 |
|
|
2023
Q4 | $90.5K | Hold |
1,000
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $81.5K | Sell |
1,000
-2
| -0.2% | -$163 | 0.01% | 195 |
|
|
2023
Q2 | $69.5K | Buy |
1,002
+2
| +0.2% | +$139 | 0.01% | 213 |
|
|
2023
Q1 | $86.2K | Hold |
1,000
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $68.3K | Hold |
1,000
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $57K | Hold |
1,000
| – | – | 0.01% | 207 |
|
|
2022
Q2 | $90K | Hold |
1,000
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $151K | Hold |
1,000
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $224K | Hold |
1,000
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $237K | Hold |
1,000
| – | – | 0.02% | 173 |
|
|
2021
Q2 | $245K | Buy |
+1,000
| New | +$245K | 0.02% | 173 |
|
|
2020
Q4 | $254K | Hold |
1,000
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $214K | Hold |
1,000
| – | – | 0.02% | 209 |
|
|
2020
Q2 | $200K | Buy |
+1,000
| New | +$200K | 0.02% | 205 |
|