B. Riley Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,212
| Closed | -$207K | – | 1384 |
|
|
2024
Q2 | $207K | Sell |
2,212
-637
| -22% | -$59.6K | 0.01% | 1223 |
|
|
2024
Q1 | $232K | Sell |
2,849
-556
| -16% | -$45.3K | 0.01% | 1183 |
|
|
2023
Q4 | $308K | Buy |
3,405
+556
| +20% | +$50.3K | 0.01% | 1042 |
|
|
2023
Q3 | $232K | Sell |
2,849
-749
| -21% | -$61.1K | 0.01% | 1183 |
|
|
2023
Q2 | $250K | Sell |
3,598
-1,239
| -26% | -$85.9K | 0.01% | 1221 |
|
|
2023
Q1 | $417K | Sell |
4,837
-218
| -4% | -$18.8K | 0.01% | 888 |
|
|
2022
Q4 | $345K | Sell |
5,055
-59
| -1% | -$4.03K | 0.01% | 965 |
|
|
2022
Q3 | $291K | Sell |
5,114
-526
| -9% | -$29.9K | 0.01% | 1022 |
|
|
2022
Q2 | $510K | Sell |
5,640
-8,923
| -61% | -$807K | 0.02% | 653 |
|
|
2022
Q1 | $2.2M | Sell |
14,563
-349
| -2% | -$52.7K | 0.07% | 278 |
|
|
2021
Q4 | $3.34M | Buy |
14,912
+1,810
| +14% | +$406K | 0.1% | 230 |
|
|
2021
Q3 | $3.13M | Buy |
13,102
+75
| +0.6% | +$17.9K | 0.1% | 234 |
|
|
2021
Q2 | $3.13M | Sell |
13,027
-3,257
| -20% | -$783K | 0.1% | 238 |
|
|
2021
Q1 | $3.67M | Buy |
16,284
+3,225
| +25% | +$727K | 0.13% | 179 |
|
|
2020
Q4 | $3.32M | Sell |
13,059
-446
| -3% | -$113K | 0.18% | 129 |
|
|
2020
Q3 | $2.86M | Buy |
13,505
+2,290
| +20% | +$484K | 0.15% | 155 |
|
|
2020
Q2 | $2.25M | Sell |
11,215
-5,399
| -32% | -$1.08M | 0.15% | 150 |
|
|
2020
Q1 | $2.03M | Buy |
16,614
+2,123
| +15% | +$260K | 0.17% | 136 |
|
|
2019
Q4 | $1.67M | Buy |
14,491
+126
| +0.9% | +$14.5K | 0.14% | 164 |
|
|
2019
Q3 | $1.42M | Buy |
14,365
+1,442
| +11% | +$142K | 0.14% | 165 |
|
|
2019
Q2 | $1.6M | Buy |
12,923
+2,447
| +23% | +$302K | 0.18% | 122 |
|
|
2019
Q1 | $867K | Buy |
10,476
+4,076
| +64% | +$337K | 0.11% | 213 |
|
|
2018
Q4 | $409K | Buy |
+6,400
| New | +$409K | 0.06% | 356 |
|