Bruce G. Allen Investments’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Hold |
136
| – | – | 0.01% | 434 |
|
|
2025
Q1 | $14.3K | Hold |
136
| – | – | 0.01% | 420 |
|
|
2024
Q4 | $10.7K | Buy |
136
+41
| +43% | +$3.23K | 0.01% | 461 |
|
|
2024
Q3 | $7.06K | Hold |
95
| – | – | 0.01% | 530 |
|
|
2024
Q2 | $8.89K | Sell |
95
-4
| -4% | -$374 | 0.01% | 479 |
|
|
2024
Q1 | $10.4K | Hold |
99
| – | – | 0.01% | 466 |
|
|
2023
Q4 | $8.96K | Buy |
+99
| New | +$8.96K | 0.01% | 499 |
|