Avestar Capital’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
2,068
-198
| -9% | -$19.8K | 0.01% | 413 |
|
|
2025
Q1 | $238K | Buy |
+2,266
| New | +$238K | 0.02% | 374 |
|
|
2022
Q4 | – | Sell |
-4,654
| Closed | -$265K | – | 295 |
|
|
2022
Q3 | $265K | Sell |
4,654
-3,922
| -46% | -$223K | 0.07% | 192 |
|
|
2022
Q2 | $775K | Sell |
8,576
-154
| -2% | -$13.9K | 0.19% | 67 |
|
|
2022
Q1 | $1.32M | Sell |
8,730
-72
| -0.8% | -$10.9K | 0.21% | 77 |
|
|
2021
Q4 | $1.97M | Buy |
8,802
+149
| +2% | +$33.4K | 0.24% | 54 |
|
|
2021
Q3 | $2.05M | Sell |
8,653
-238
| -3% | -$56.5K | 0.26% | 51 |
|
|
2021
Q2 | $2.18M | Buy |
8,891
+93
| +1% | +$22.8K | 0.29% | 54 |
|
|
2021
Q1 | $2.48M | Sell |
8,798
-417
| -5% | -$118K | 0.55% | 30 |
|
|
2020
Q4 | $2.34M | Buy |
9,215
+569
| +7% | +$145K | 0.65% | 29 |
|
|
2020
Q3 | $1.9M | Buy |
8,646
+869
| +11% | +$190K | 0.62% | 24 |
|
|
2020
Q2 | $1.56M | Buy |
+7,777
| New | +$1.56M | 0.69% | 28 |
|
|
2019
Q3 | – | Sell |
-750
| Closed | -$92K | – | 631 |
|
|
2019
Q2 | $92K | Sell |
750
-24
| -3% | -$2.94K | 0.06% | 208 |
|
|
2019
Q1 | $63K | Buy |
+774
| New | +$63K | 0.04% | 258 |
|