Allen Investment Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,533
| Closed | -$231K | – | 237 |
|
|
2022
Q1 | $231K | Hold |
1,533
| – | – | ﹤0.01% | 221 |
|
|
2021
Q4 | $344K | Hold |
1,533
| – | – | ﹤0.01% | 208 |
|
|
2021
Q3 | $364K | Hold |
1,533
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $375K | Hold |
1,533
| – | – | 0.01% | 154 |
|
|
2021
Q1 | $338K | Hold |
1,533
| – | – | 0.01% | 159 |
|
|
2020
Q4 | $390K | Sell |
1,533
-1,532
| -50% | -$390K | 0.01% | 146 |
|
|
2020
Q3 | $655K | Hold |
3,065
| – | – | 0.01% | 118 |
|
|
2020
Q2 | $614K | Buy |
+3,065
| New | +$614K | 0.01% | 118 |
|
|
2019
Q4 | – | Sell |
-2,561
| Closed | -$252K | – | 183 |
|
|
2019
Q3 | $252K | Hold |
2,561
| – | – | 0.01% | 180 |
|
|
2019
Q2 | $316K | Buy |
+2,561
| New | +$316K | 0.01% | 171 |
|