Bell Investment Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Buy |
103
+1
| +1% | +$100 | ﹤0.01% | 662 |
|
|
2025
Q1 | $10.7K | Buy |
102
+9
| +10% | +$947 | ﹤0.01% | 576 |
|
|
2024
Q4 | $7.33K | Hold |
93
| – | – | ﹤0.01% | 739 |
|
|
2024
Q3 | $6.91K | Sell |
93
-6
| -6% | -$446 | ﹤0.01% | 779 |
|
|
2024
Q2 | $9.27K | Buy |
99
+10
| +11% | +$936 | ﹤0.01% | 643 |
|
|
2024
Q1 | $9.31K | Hold |
89
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $8.06K | Hold |
89
| – | – | ﹤0.01% | 641 |
|
|
2023
Q3 | $7.26K | Sell |
89
-13
| -13% | -$1.06K | ﹤0.01% | 626 |
|
|
2023
Q2 | $7.07K | Sell |
102
-5
| -5% | -$347 | ﹤0.01% | 642 |
|
|
2023
Q1 | $9.23K | Sell |
107
-5
| -4% | -$431 | ﹤0.01% | 513 |
|
|
2022
Q4 | $7.65K | Buy |
112
+103
| +1,144% | +$7.04K | ﹤0.01% | 594 |
|
|
2022
Q3 | $1K | Sell |
9
-91
| -91% | -$10.1K | ﹤0.01% | 1507 |
|
|
2022
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 464 |
|
|
2021
Q4 | $13K | Buy |
59
+1
| +2% | +$220 | ﹤0.01% | 419 |
|
|
2021
Q3 | $14K | Buy |
+58
| New | +$14K | ﹤0.01% | 370 |
|