Ancora Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $43.2K | Sell |
432
-1
| -0.2% | -$100 | ﹤0.01% | 1040 |
|
2025
Q1 | $45.6K | Sell |
433
-1
| -0.2% | -$105 | ﹤0.01% | 1010 |
|
2024
Q4 | $34.2K | Sell |
434
-500
| -54% | -$39.4K | ﹤0.01% | 1082 |
|
2024
Q3 | $69.4K | Sell |
934
-16
| -2% | -$1.19K | ﹤0.01% | 896 |
|
2024
Q2 | $88.9K | Buy |
950
+25
| +3% | +$2.34K | ﹤0.01% | 800 |
|
2024
Q1 | $96.8K | Sell |
925
-400
| -30% | -$41.8K | ﹤0.01% | 790 |
|
2023
Q4 | $120K | Sell |
1,325
-95
| -7% | -$8.6K | ﹤0.01% | 742 |
|
2023
Q3 | $116K | Hold |
1,420
| – | – | ﹤0.01% | 739 |
|
2023
Q2 | $98.5K | Buy |
1,420
+100
| +8% | +$6.94K | ﹤0.01% | 753 |
|
2023
Q1 | $114K | Sell |
1,320
-84
| -6% | -$7.24K | ﹤0.01% | 732 |
|
2022
Q4 | $96K | Buy |
1,404
+84
| +6% | +$5.74K | ﹤0.01% | 808 |
|
2022
Q3 | $75K | Buy |
1,320
+285
| +28% | +$16.2K | ﹤0.01% | 948 |
|
2022
Q2 | $94K | Hold |
1,035
| – | – | ﹤0.01% | 962 |
|
2022
Q1 | $156K | Hold |
1,035
| – | – | ﹤0.01% | 854 |
|
2021
Q4 | $232K | Buy |
1,035
+260
| +34% | +$58.3K | 0.01% | 750 |
|
2021
Q3 | $184K | Hold |
775
| – | – | ﹤0.01% | 795 |
|
2021
Q2 | $190K | Hold |
775
| – | – | 0.01% | 752 |
|
2021
Q1 | $171K | Hold |
775
| – | – | ﹤0.01% | 730 |
|
2020
Q4 | $197K | Hold |
775
| – | – | 0.01% | 617 |
|
2020
Q3 | $166K | Hold |
775
| – | – | 0.01% | 611 |
|
2020
Q2 | $155K | Hold |
775
| – | – | 0.01% | 612 |
|
2020
Q1 | $95K | Hold |
775
| – | – | ﹤0.01% | 759 |
|
2019
Q4 | $89K | Buy |
+775
| New | +$89K | ﹤0.01% | 784 |
|
2018
Q4 | – | Sell |
-425
| Closed | -$30K | – | 1017 |
|
2018
Q3 | $30K | Buy |
+425
| New | +$30K | ﹤0.01% | 996 |
|