Beacon Investment Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,820
| Closed | -$656K | – | 258 |
|
|
2024
Q3 | $656K | Sell |
8,820
-50
| -0.6% | -$3.72K | 0.03% | 159 |
|
|
2024
Q2 | $830K | Sell |
8,870
-900
| -9% | -$84.2K | 0.04% | 146 |
|
|
2024
Q1 | $1.02M | Sell |
9,770
-1,700
| -15% | -$178K | 0.04% | 137 |
|
|
2023
Q4 | $1.04M | Sell |
11,470
-1,063
| -8% | -$96.2K | 0.05% | 142 |
|
|
2023
Q3 | $1.02M | Sell |
12,533
-386
| -3% | -$31.5K | 0.05% | 150 |
|
|
2023
Q2 | $896K | Sell |
12,919
-4,842
| -27% | -$336K | 0.04% | 158 |
|
|
2023
Q1 | $1.53M | Buy |
17,761
+553
| +3% | +$47.7K | 0.07% | 133 |
|
|
2022
Q4 | $1.18M | Sell |
17,208
-8,787
| -34% | -$600K | 0.06% | 141 |
|
|
2022
Q3 | $1.48M | Buy |
25,995
+254
| +1% | +$14.4K | 0.08% | 129 |
|
|
2022
Q2 | $2.33M | Buy |
25,741
+1,870
| +8% | +$169K | 0.12% | 117 |
|
|
2022
Q1 | $3.6M | Buy |
23,871
+4,661
| +24% | +$704K | 0.15% | 105 |
|
|
2021
Q4 | $4.31M | Buy |
19,210
+3,304
| +21% | +$741K | 0.17% | 103 |
|
|
2021
Q3 | $3.78M | Buy |
15,906
+9,771
| +159% | +$2.32M | 0.16% | 106 |
|
|
2021
Q2 | $1.5M | Buy |
6,135
+901
| +17% | +$220K | 0.06% | 147 |
|
|
2021
Q1 | $1.15M | Buy |
5,234
+1,805
| +53% | +$398K | 0.05% | 153 |
|
|
2020
Q4 | $872K | Buy |
3,429
+2,400
| +233% | +$610K | 0.04% | 157 |
|
|
2020
Q3 | $220K | Buy |
+1,029
| New | +$220K | 0.01% | 230 |
|