Avantax 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 | $673K | Buy |
6,728
+1,055
| +19% | +$105K | ﹤0.01% | 1405 |
|
|
2025
Q1 | $597K | Buy |
5,673
+1,124
| +25% | +$118K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $358K | Sell |
4,549
-4,574
| -50% | -$360K | ﹤0.01% | 1666 |
|
|
2024
Q3 | $678K | Buy |
9,123
+3,265
| +56% | +$243K | ﹤0.01% | 1225 |
|
|
2024
Q2 | $548K | Buy |
5,858
+1,485
| +34% | +$139K | ﹤0.01% | 1300 |
|
|
2024
Q1 | $457K | Buy |
+4,373
| New | +$457K | ﹤0.01% | 1089 |
|
|
2022
Q2 | – | Sell |
-2,703
| Closed | -$407K | – | 1367 |
|
|
2022
Q1 | $407K | Buy |
2,703
+764
| +39% | +$115K | 0.01% | 868 |
|
|
2021
Q4 | $435K | Sell |
1,939
-682
| -26% | -$153K | 0.01% | 810 |
|
|
2021
Q3 | $624K | Buy |
2,621
+612
| +30% | +$146K | 0.01% | 633 |
|
|
2021
Q2 | $491K | Sell |
2,009
-88
| -4% | -$21.5K | 0.01% | 716 |
|
|
2021
Q1 | $463K | Sell |
2,097
-176
| -8% | -$38.9K | 0.01% | 645 |
|
|
2020
Q4 | $578K | Sell |
2,273
-3,320
| -59% | -$844K | 0.01% | 512 |
|
|
2020
Q3 | $1.19M | Buy |
5,593
+3,936
| +238% | +$840K | 0.02% | 492 |
|
|
2020
Q2 | $331K | Sell |
1,657
-104
| -6% | -$20.8K | 0.01% | 605 |
|
|
2020
Q1 | $214K | Sell |
1,761
-700
| -28% | -$85.1K | 0.01% | 701 |
|
|
2019
Q4 | $284K | Buy |
+2,461
| New | +$284K | 0.01% | 645 |
|
|
2019
Q2 | – | Sell |
-2,450
| Closed | -$203K | – | 538 |
|
|
2019
Q1 | $203K | Buy |
+2,450
| New | +$203K | 0.01% | 462 |
|