Capital Advisory Group Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-107
| Closed | -$16K | – | 392 |
|
|
2022
Q1 | $16K | Buy |
+107
| New | +$16K | 0.01% | 323 |
|
|
2021
Q4 | – | Sell |
-107
| Closed | -$25K | – | 385 |
|
|
2021
Q3 | $25K | Hold |
107
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $26K | Sell |
107
-27
| -20% | -$6.56K | 0.01% | 306 |
|
|
2021
Q1 | $30K | Sell |
134
-1,793
| -93% | -$401K | 0.01% | 278 |
|
|
2020
Q4 | $490K | Buy |
1,927
+908
| +89% | +$231K | 0.21% | 94 |
|
|
2020
Q3 | $218K | Buy |
1,019
+702
| +221% | +$150K | 0.11% | 126 |
|
|
2020
Q2 | $63K | Buy |
317
+181
| +133% | +$36K | 0.04% | 189 |
|
|
2020
Q1 | $16K | Buy |
+136
| New | +$16K | 0.02% | 190 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$19K | – | 342 |
|
|
2019
Q3 | $19K | Hold |
200
| – | – | 0.01% | 215 |
|
|
2019
Q2 | $24K | Hold |
200
| – | – | 0.02% | 204 |
|
|
2019
Q1 | $16K | Buy |
200
+52
| +35% | +$4.16K | 0.01% | 235 |
|
|
2018
Q4 | $9K | Buy |
+148
| New | +$9K | 0.01% | 261 |
|