Ameritas Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6K | Buy |
+236
| New | +$23.6K | ﹤0.01% | 1678 |
|
|
2025
Q1 | – | Sell |
-7,020
| Closed | -$553K | – | 894 |
|
|
2024
Q4 | $553K | Buy |
+7,020
| New | +$553K | 0.02% | 565 |
|
|
2024
Q3 | – | Sell |
-7,020
| Closed | -$657K | – | 914 |
|
|
2024
Q2 | $657K | Sell |
7,020
-145
| -2% | -$13.6K | 0.02% | 512 |
|
|
2024
Q1 | $746K | Buy |
+7,165
| New | +$746K | 0.03% | 454 |
|
|
2023
Q4 | – | Sell |
-7,670
| Closed | -$625K | – | 798 |
|
|
2023
Q3 | $625K | Buy |
+7,670
| New | +$625K | 0.03% | 448 |
|
|
2023
Q2 | – | Sell |
-8,095
| Closed | -$598K | – | 1899 |
|
|
2023
Q1 | $598K | Sell |
8,095
-109
| -1% | -$8.05K | 0.03% | 433 |
|
|
2022
Q4 | $561K | Buy |
8,204
+370
| +5% | +$25.3K | 0.03% | 500 |
|
|
2022
Q3 | $446K | Buy |
7,834
+26
| +0.3% | +$1.48K | 0.03% | 464 |
|
|
2022
Q2 | $706K | Buy |
7,808
+10
| +0.1% | +$904 | 0.04% | 363 |
|
|
2022
Q1 | $1.18M | Sell |
7,798
-74
| -0.9% | -$11.2K | 0.04% | 303 |
|
|
2021
Q4 | $1.77M | Buy |
+7,872
| New | +$1.77M | 0.06% | 244 |
|