American Portfolios Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $109K | Sell |
1,909
-27
| -1% | -$1.54K | ﹤0.01% | 1310 |
|
|
2022
Q2 | $175K | Sell |
1,936
-1,003
| -34% | -$90.7K | 0.01% | 1108 |
|
|
2022
Q1 | $444K | Sell |
2,939
-1,089
| -27% | -$164K | 0.02% | 789 |
|
|
2021
Q4 | $903K | Sell |
4,028
-322
| -7% | -$72.2K | 0.03% | 512 |
|
|
2021
Q3 | $1.03M | Sell |
4,350
-235
| -5% | -$55.8K | 0.04% | 451 |
|
|
2021
Q2 | $1.12M | Buy |
4,585
+176
| +4% | +$43.1K | 0.04% | 417 |
|
|
2021
Q1 | $972K | Buy |
4,409
+332
| +8% | +$73.2K | 0.04% | 415 |
|
|
2020
Q4 | $1.04M | Buy |
4,077
+859
| +27% | +$218K | 0.05% | 328 |
|
|
2020
Q3 | $688K | Sell |
3,218
-2,694
| -46% | -$576K | 0.04% | 403 |
|
|
2020
Q2 | $1.18M | Buy |
5,912
+3,100
| +110% | +$621K | 0.08% | 239 |
|
|
2020
Q1 | $344K | Buy |
2,812
+31
| +1% | +$3.79K | 0.03% | 473 |
|
|
2019
Q4 | $321K | Buy |
2,781
+85
| +3% | +$9.81K | 0.02% | 567 |
|
|
2019
Q3 | $265K | Sell |
2,696
-378
| -12% | -$37.2K | 0.02% | 605 |
|
|
2019
Q2 | $380K | Buy |
3,074
+412
| +15% | +$50.9K | 0.03% | 487 |
|
|
2019
Q1 | $220K | Sell |
2,662
-142
| -5% | -$11.7K | 0.02% | 607 |
|
|
2018
Q4 | $179K | Buy |
2,804
+250
| +10% | +$16K | 0.02% | 545 |
|
|
2018
Q3 | $180K | Sell |
2,554
-257
| -9% | -$18.1K | 0.02% | 622 |
|
|
2018
Q2 | $142K | Buy |
2,811
+1,140
| +68% | +$57.4K | 0.02% | 686 |
|
|
2018
Q1 | $66.6K | Buy |
+1,671
| New | +$66.6K | 0.01% | 912 |
|