Allworth Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
2,116
+408
| +24% | +$40.8K | ﹤0.01% | 1146 |
|
|
2025
Q1 | $173K | Buy |
1,708
+92
| +6% | +$9.34K | ﹤0.01% | 989 |
|
|
2024
Q4 | $143K | Buy |
1,616
+326
| +25% | +$28.9K | ﹤0.01% | 1083 |
|
|
2024
Q3 | $95.9K | Sell |
1,290
-47
| -4% | -$3.49K | ﹤0.01% | 1103 |
|
|
2024
Q2 | $126K | Sell |
1,337
-24
| -2% | -$2.26K | ﹤0.01% | 983 |
|
|
2024
Q1 | $142K | Buy |
1,361
+1,160
| +577% | +$121K | ﹤0.01% | 893 |
|
|
2023
Q4 | $18.2K | Buy |
201
+105
| +109% | +$9.48K | ﹤0.01% | 1704 |
|
|
2023
Q3 | $7.83K | Sell |
96
-158
| -62% | -$12.9K | ﹤0.01% | 1928 |
|
|
2023
Q2 | $17.6K | Sell |
254
-29
| -10% | -$2.01K | ﹤0.01% | 1621 |
|
|
2023
Q1 | $24.4K | Buy |
283
+10
| +4% | +$862 | ﹤0.01% | 1349 |
|
|
2022
Q4 | $18.7K | Sell |
273
-236
| -46% | -$16.1K | ﹤0.01% | 1397 |
|
|
2022
Q3 | $29K | Buy |
509
+475
| +1,397% | +$27.1K | ﹤0.01% | 1151 |
|
|
2022
Q2 | $3K | Sell |
34
-101
| -75% | -$8.91K | ﹤0.01% | 1917 |
|
|
2022
Q1 | $20K | Buy |
135
+94
| +229% | +$13.9K | ﹤0.01% | 1266 |
|
|
2021
Q4 | $9K | Sell |
41
-19
| -32% | -$4.17K | ﹤0.01% | 1413 |
|
|
2021
Q3 | $14K | Buy |
60
+55
| +1,100% | +$12.8K | ﹤0.01% | 1157 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1410 |
|