Capital Advisors Ltd’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
195
| – | – | ﹤0.01% | 640 |
|
|
2025
Q1 | $21K | Sell |
195
-70
| -26% | -$7.54K | ﹤0.01% | 608 |
|
|
2024
Q4 | $21K | Hold |
265
| – | – | ﹤0.01% | 611 |
|
|
2024
Q3 | $20K | Hold |
265
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $25K | Hold |
265
| – | – | ﹤0.01% | 565 |
|
|
2024
Q1 | $28K | Hold |
265
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $24K | Sell |
265
-19
| -7% | -$1.72K | ﹤0.01% | 541 |
|
|
2023
Q3 | $23K | Hold |
284
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $20K | Buy |
284
+260
| +1,083% | +$18.3K | ﹤0.01% | 573 |
|
|
2023
Q1 | $2K | Sell |
24
-199
| -89% | -$16.6K | ﹤0.01% | 918 |
|
|
2022
Q4 | $2K | Buy |
223
+204
| +1,074% | +$1.83K | ﹤0.01% | 882 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1079 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 1126 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 899 |
|