Capital Advisory Group Advisory Services’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-107	Closed	-$16K	–	392
2022 Q1	$16K	Buy	+107	New	+$19.2K	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%	-$6.52K	0.01%	306
2021 Q1	$30K	Sell	134 -1,793	-93%	-$451K	0.01%	278
2020 Q4	$490K	Buy	1,927 +908	+89%	+$216K	0.21%	94
2020 Q3	$218K	Buy	1,019 +702	+221%	+$146K	0.11%	126
2020 Q2	$63K	Buy	317 +181	+133%	+$30.7K	0.04%	189
2020 Q1	$16K	Buy	+136	New	+$17.1K	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%	+$4.12K	0.01%	235
2018 Q4	$9K	Buy	+148	New	+$8.77K	0.01%	261