Avior Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,793
| Closed | -$379K | – | 727 |
|
|
2025
Q2 | $379K | Sell |
3,793
-22
| -0.6% | -$2.35K | 0.01% | 512 |
|
|
2025
Q1 | $401K | Buy |
3,815
+8
| +0.2% | +$781 | 0.02% | 468 |
|
|
2024
Q4 | $300K | Buy |
3,807
+3,730
| +4,844% | +$289K | 0.01% | 594 |
|
|
2024
Q3 | $5.72K | Sell |
77
-15
| -16% | -$1.31K | ﹤0.01% | 1732 |
|
|
2024
Q2 | $8.61K | Sell |
92
-65
| -41% | -$6.15K | ﹤0.01% | 1557 |
|
|
2024
Q1 | $16.4K | Sell |
157
-3,575
| -96% | -$330K | ﹤0.01% | 1684 |
|
|
2023
Q4 | $338K | Sell |
3,732
-1,189
| -24% | -$90.7K | 0.02% | 422 |
|
|
2023
Q3 | $401K | Buy |
4,921
+608
| +14% | +$46.1K | 0.03% | 377 |
|
|
2023
Q2 | $299K | Sell |
4,313
-487
| -10% | -$37K | 0.02% | 446 |
|
|
2023
Q1 | $414K | Buy |
4,800
+55
| +1% | +$4.19K | 0.03% | 399 |
|
|
2022
Q4 | $324K | Hold |
4,745
| – | – | 0.02% | 393 |
|
|
2022
Q3 | $269K | Buy |
4,745
+4,732
| +36,400% | +$407K | 0.02% | 399 |
|
|
2022
Q2 | $1K | Sell |
13
-30
| -70% | -$3.24K | ﹤0.01% | 1013 |
|
|
2022
Q1 | $6K | Sell |
43
-65
| -60% | -$11.7K | ﹤0.01% | 891 |
|
|
2021
Q4 | $24K | Buy |
108
+3
| +3% | +$715 | ﹤0.01% | 676 |
|
|
2021
Q3 | $24K | Hold |
105
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $25K | Hold |
105
| – | – | ﹤0.01% | 616 |
|
|
2021
Q1 | $23K | Sell |
105
-55
| -34% | -$13.8K | ﹤0.01% | 633 |
|
|
2020
Q4 | $40K | Hold |
160
| – | – | ﹤0.01% | 517 |
|
|
2020
Q3 | $34K | Buy |
160
+10
| +7% | +$2.08K | ﹤0.01% | 535 |
|
|
2020
Q2 | $30K | Hold |
150
| – | – | ﹤0.01% | 528 |
|
|
2020
Q1 | $18K | Buy |
150
+40
| +36% | +$5.02K | ﹤0.01% | 522 |
|
|
2019
Q4 | $12K | Buy |
110
+30
| +38% | +$3.45K | ﹤0.01% | 587 |
|
|
2019
Q3 | $7K | Sell |
80
-85
| -52% | -$10.6K | ﹤0.01% | 611 |
|
|
2019
Q2 | $20K | Hold |
165
| – | – | ﹤0.01% | 524 |
|
|
2019
Q1 | $13K | Hold |
165
| – | – | ﹤0.01% | 515 |
|
|
2018
Q4 | $10K | Hold |
165
| – | – | ﹤0.01% | 570 |
|
|
2018
Q3 | $12K | Hold |
165
| – | – | ﹤0.01% | 568 |
|
|
2018
Q2 | $8K | Hold |
165
| – | – | ﹤0.01% | 610 |
|
|
2018
Q1 | $7K | Buy |
+165
| New | +$5.51K | ﹤0.01% | 612 |
|
Other funds holding OKTA
