Benjamin F. Edwards & Company’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.07M | Sell |
11,376
-159
| -1% | -$14.9K | 0.02% | 505 |
|
|
2024
Q1 | $1.21M | Sell |
11,535
-3,601
| -24% | -$377K | 0.02% | 465 |
|
|
2023
Q4 | $1.37M | Buy |
15,136
+189
| +1% | +$17.1K | 0.03% | 422 |
|
|
2023
Q3 | $1.22M | Buy |
14,947
+4,403
| +42% | +$359K | 0.05% | 331 |
|
|
2023
Q2 | $731K | Sell |
10,544
-5,813
| -36% | -$403K | 0.03% | 430 |
|
|
2023
Q1 | $1.41M | Sell |
16,357
-5,667
| -26% | -$489K | 0.06% | 279 |
|
|
2022
Q4 | $1.51M | Sell |
22,024
-163
| -0.7% | -$11.1K | 0.07% | 262 |
|
|
2022
Q3 | $1.26M | Buy |
22,187
+4,007
| +22% | +$228K | 0.06% | 280 |
|
|
2022
Q2 | $1.64M | Buy |
18,180
+2,118
| +13% | +$191K | 0.08% | 243 |
|
|
2022
Q1 | $2.43M | Buy |
16,062
+9,603
| +149% | +$1.45M | 0.11% | 200 |
|
|
2021
Q4 | $1.45M | Sell |
6,459
-217
| -3% | -$48.6K | 0.06% | 281 |
|
|
2021
Q3 | $1.58M | Buy |
6,676
+32
| +0.5% | +$7.59K | 0.08% | 242 |
|
|
2021
Q2 | $1.63M | Buy |
6,644
+22
| +0.3% | +$5.38K | 0.08% | 249 |
|
|
2021
Q1 | $1.46M | Buy |
6,622
+838
| +14% | +$185K | 0.08% | 256 |
|
|
2020
Q4 | $1.47M | Sell |
5,784
-3,675
| -39% | -$935K | 0.09% | 245 |
|
|
2020
Q3 | $2.02M | Sell |
9,459
-1,905
| -17% | -$407K | 0.14% | 174 |
|
|
2020
Q2 | $2.28M | Sell |
11,364
-1,853
| -14% | -$371K | 0.17% | 142 |
|
|
2020
Q1 | $1.62M | Sell |
13,217
-675
| -5% | -$82.5K | 0.14% | 162 |
|
|
2019
Q4 | $1.6M | Buy |
13,892
+1,522
| +12% | +$176K | 0.11% | 202 |
|
|
2019
Q3 | $1.22M | Buy |
12,370
+238
| +2% | +$23.4K | 0.1% | 217 |
|
|
2019
Q2 | $1.5M | Buy |
12,132
+7,832
| +182% | +$967K | 0.13% | 187 |
|
|
2019
Q1 | $356K | Buy |
4,300
+1,000
| +30% | +$82.8K | 0.03% | 393 |
|
|
2018
Q4 | $211K | Buy |
3,300
+625
| +23% | +$40K | 0.02% | 482 |
|
|
2018
Q3 | $188K | Buy |
2,675
+1,150
| +75% | +$80.8K | 0.02% | 541 |
|
|
2018
Q2 | $77K | Buy |
1,525
+1,200
| +369% | +$60.6K | 0.01% | 745 |
|
|
2018
Q1 | $13K | Buy |
+325
| New | +$13K | ﹤0.01% | 1195 |
|