C.M. Bidwell & Associates’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
2,412
-113
| -4% | -$11.3K | 0.13% | 114 |
|
|
2025
Q1 | $266K | Buy |
2,525
+2,503
| +11,377% | +$263K | 0.16% | 98 |
|
|
2024
Q4 | $1.73K | Hold |
22
| – | – | ﹤0.01% | 423 |
|
|
2024
Q3 | $1.64K | Hold |
22
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $2.06K | Hold |
22
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $2.3K | Hold |
22
| – | – | ﹤0.01% | 411 |
|
|
2023
Q4 | $1.99K | Hold |
22
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $1.79K | Hold |
22
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $1.53K | Sell |
22
-996
| -98% | -$69.1K | ﹤0.01% | 485 |
|
|
2023
Q1 | $87.8K | Hold |
1,018
| – | – | 0.07% | 247 |
|
|
2022
Q4 | $69.6K | Buy |
1,018
+996
| +4,527% | +$68.1K | 0.05% | 264 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 442 |
|
|
2022
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 454 |
|
|
2021
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 435 |
|
|
2021
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $6K | Sell |
22
-10
| -31% | -$2.73K | ﹤0.01% | 409 |
|
|
2020
Q3 | $7K | Buy |
+32
| New | +$7K | 0.01% | 358 |
|