Avion Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
20
+10
| +100% | +$1K | ﹤0.01% | 840 |
|
|
2025
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1261 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | – | – | 1201 |
|
|
2024
Q3 | $0 | Sell |
10
-6
| -38% | – | ﹤0.01% | 1239 |
|
|
2024
Q2 | $1K | Sell |
16
-70
| -81% | -$4.38K | ﹤0.01% | 783 |
|
|
2024
Q1 | $9K | Buy |
86
+11
| +15% | +$1.15K | ﹤0.01% | 334 |
|
|
2023
Q4 | $7K | Sell |
75
-6
| -7% | -$560 | ﹤0.01% | 333 |
|
|
2023
Q3 | $6K | Sell |
81
-1
| -1% | -$74 | ﹤0.01% | 337 |
|
|
2023
Q2 | $5K | Buy |
82
+7
| +9% | +$427 | ﹤0.01% | 360 |
|
|
2023
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 322 |
|
|
2022
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 294 |
|
|
2022
Q1 | $11K | Hold |
75
| – | – | ﹤0.01% | 224 |
|
|
2021
Q4 | $17K | Hold |
75
| – | – | ﹤0.01% | 191 |
|
|
2021
Q3 | $18K | Hold |
75
| – | – | 0.01% | 186 |
|
|
2021
Q2 | $18K | Hold |
75
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $17K | Sell |
75
-50
| -40% | -$11.3K | 0.01% | 178 |
|
|
2020
Q4 | $32K | Hold |
125
| – | – | 0.01% | 154 |
|
|
2020
Q3 | $27K | Buy |
+125
| New | +$27K | 0.01% | 118 |
|