AIP
Ameritas Investment Partners’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
+32,456
| New | +$3.24M | 0.1% | 184 |
|
|
2022
Q4 | – | Sell |
-3,317
| Closed | -$188K | – | 3047 |
|
|
2022
Q3 | $188K | Hold |
3,317
| – | – | 0.01% | 1089 |
|
|
2022
Q2 | $299K | Buy |
3,317
+92
| +3% | +$8.29K | 0.01% | 893 |
|
|
2022
Q1 | $487K | Hold |
3,225
| – | – | 0.02% | 812 |
|
|
2021
Q4 | $723K | Buy |
3,225
+178
| +6% | +$39.9K | 0.02% | 721 |
|
|
2021
Q3 | $723K | Buy |
3,047
+380
| +14% | +$90.2K | 0.03% | 701 |
|
|
2021
Q2 | $653K | Buy |
2,667
+127
| +5% | +$31.1K | 0.02% | 727 |
|
|
2021
Q1 | $560K | Buy |
2,540
+48
| +2% | +$10.6K | 0.02% | 750 |
|
|
2020
Q4 | $634K | Buy |
+2,492
| New | +$634K | 0.03% | 709 |
|
|
2018
Q2 | – | Sell |
-1,469
| Closed | -$59K | – | 3037 |
|
|
2018
Q1 | $59K | Hold |
1,469
| – | – | ﹤0.01% | 1828 |
|
|
2017
Q4 | $38K | Buy |
1,469
+493
| +51% | +$12.8K | ﹤0.01% | 2079 |
|
|
2017
Q3 | $26K | Hold |
976
| – | – | ﹤0.01% | 2283 |
|
|
2017
Q2 | $22K | Buy |
+976
| New | +$22K | ﹤0.01% | 2401 |
|