Cambridge Investment Research 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 | $2.87M | Sell |
28,667
-2,358
| -8% | -$236K | 0.01% | 1178 |
|
|
2025
Q1 | $3.26M | Buy |
31,025
+970
| +3% | +$102K | 0.01% | 1046 |
|
|
2024
Q4 | $2.37M | Buy |
30,055
+787
| +3% | +$62K | 0.01% | 1241 |
|
|
2024
Q3 | $2.18M | Buy |
29,268
+12,983
| +80% | +$965K | 0.01% | 1288 |
|
|
2024
Q2 | $1.52M | Buy |
16,285
+1,721
| +12% | +$161K | 0.01% | 1476 |
|
|
2024
Q1 | $1.52M | Buy |
14,564
+1,451
| +11% | +$152K | 0.01% | 1442 |
|
|
2023
Q4 | $1.19M | Sell |
13,113
-915
| -7% | -$82.8K | 0.01% | 1536 |
|
|
2023
Q3 | $1.14M | Sell |
14,028
-995
| -7% | -$81.1K | 0.01% | 1477 |
|
|
2023
Q2 | $1.04M | Buy |
15,023
+377
| +3% | +$26.1K | ﹤0.01% | 1580 |
|
|
2023
Q1 | $1.26M | Sell |
14,646
-3,061
| -17% | -$264K | 0.01% | 1413 |
|
|
2022
Q4 | $1.21M | Sell |
17,707
-833
| -4% | -$56.9K | 0.01% | 1384 |
|
|
2022
Q3 | $1.05M | Buy |
18,540
+1,036
| +6% | +$58.9K | 0.01% | 1435 |
|
|
2022
Q2 | $1.58M | Buy |
17,504
+3,382
| +24% | +$306K | 0.01% | 1174 |
|
|
2022
Q1 | $2.13M | Sell |
14,122
-5,571
| -28% | -$841K | 0.01% | 1095 |
|
|
2021
Q4 | $4.42M | Buy |
19,693
+1,504
| +8% | +$337K | 0.02% | 698 |
|
|
2021
Q3 | $4.32M | Sell |
18,189
-492
| -3% | -$117K | 0.02% | 675 |
|
|
2021
Q2 | $4.57M | Buy |
+18,681
| New | +$4.57M | 0.02% | 666 |
|
|
2021
Q1 | – | Sell |
-17,562
| Closed | -$4.47M | – | 2960 |
|
|
2020
Q4 | $4.47M | Sell |
17,562
-234
| -1% | -$59.5K | 0.03% | 570 |
|
|
2020
Q3 | $3.81M | Buy |
17,796
+547
| +3% | +$117K | 0.03% | 554 |
|
|
2020
Q2 | $3.45M | Buy |
17,249
+6,255
| +57% | +$1.25M | 0.03% | 554 |
|
|
2020
Q1 | $1.34M | Buy |
10,994
+928
| +9% | +$113K | 0.01% | 826 |
|
|
2019
Q4 | $1.16M | Buy |
10,066
+2,216
| +28% | +$256K | 0.01% | 1072 |
|
|
2019
Q3 | $773K | Sell |
7,850
-2,364
| -23% | -$233K | 0.01% | 1227 |
|
|
2019
Q2 | $1.26M | Buy |
10,214
+1,804
| +21% | +$223K | 0.01% | 920 |
|
|
2019
Q1 | $696K | Buy |
8,410
+481
| +6% | +$39.8K | 0.01% | 1266 |
|
|
2018
Q4 | $506K | Sell |
7,929
-450
| -5% | -$28.7K | 0.01% | 1316 |
|
|
2018
Q3 | $590K | Buy |
8,379
+1,723
| +26% | +$121K | 0.01% | 1350 |
|
|
2018
Q2 | $335K | Buy |
+6,656
| New | +$335K | ﹤0.01% | 1649 |
|