Capital Investment 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
Q3 | – | Sell |
-3,113
| Closed | -$281K | – | 844 |
|
|
2022
Q2 | $281K | Buy |
3,113
+145
| +5% | +$13.1K | 0.03% | 371 |
|
|
2022
Q1 | $448K | Sell |
2,968
-73
| -2% | -$11K | 0.05% | 306 |
|
|
2021
Q4 | $682K | Hold |
3,041
| – | – | 0.08% | 225 |
|
|
2021
Q3 | $722K | Hold |
3,041
| – | – | 0.09% | 203 |
|
|
2021
Q2 | $744K | Hold |
3,041
| – | – | 0.09% | 208 |
|
|
2021
Q1 | $670K | Buy |
3,041
+1
| +0% | +$220 | 0.09% | 203 |
|
|
2020
Q4 | $773K | Hold |
3,040
| – | – | 0.11% | 182 |
|
|
2020
Q3 | $650K | Hold |
3,040
| – | – | 0.12% | 164 |
|
|
2020
Q2 | $609K | Buy |
3,040
+100
| +3% | +$20K | 0.12% | 152 |
|
|
2020
Q1 | $359K | Hold |
2,940
| – | – | 0.09% | 206 |
|
|
2019
Q4 | $339K | Hold |
2,940
| – | – | 0.09% | 218 |
|
|
2019
Q3 | $289K | Buy |
2,940
+390
| +15% | +$38.3K | 0.08% | 222 |
|
|
2019
Q2 | $350K | Buy |
2,550
+1,000
| +65% | +$137K | 0.11% | 199 |
|
|
2019
Q1 | $128K | Hold |
1,550
| – | – | 0.05% | 286 |
|
|
2018
Q4 | $99K | Buy |
+1,550
| New | +$99K | 0.04% | 302 |
|