Allen Operations’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-120,641
| Closed | -$14.9M | – | 31 |
|
|
2019
Q2 | $14.9M | Hold |
120,641
| – | – | 5.83% | 7 |
|
|
2019
Q1 | $9.98M | Hold |
120,641
| – | – | 4.1% | 9 |
|
|
2018
Q4 | $7.7M | Hold |
120,641
| – | – | 3.77% | 10 |
|
|
2018
Q3 | $8.49M | Hold |
120,641
| – | – | 3.06% | 9 |
|
|
2018
Q2 | $6.08M | Buy |
120,641
+11,100
| +10% | +$559K | 2.24% | 10 |
|
|
2018
Q1 | $4.37M | Buy |
109,541
+12,040
| +12% | +$480K | 1.21% | 12 |
|
|
2017
Q4 | $2.5M | Buy |
97,501
+24,859
| +34% | +$637K | 0.86% | 13 |
|
|
2017
Q3 | $2.05M | Hold |
72,642
| – | – | 1.82% | 13 |
|
|
2017
Q2 | $1.66M | Buy |
+72,642
| New | +$1.66M | 1.6% | 13 |
|