Capstone Investment Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,940
| Closed | -$621K | – | 1324 |
|
|
2024
Q1 | $621K | Buy |
5,940
+516
| +10% | +$54K | ﹤0.01% | 747 |
|
|
2023
Q4 | $491K | Buy |
+5,424
| New | +$491K | ﹤0.01% | 520 |
|
|
2021
Q4 | – | Sell |
-678
| Closed | -$161K | – | 1011 |
|
|
2021
Q3 | $161K | Buy |
+678
| New | +$161K | ﹤0.01% | 665 |
|
|
2021
Q2 | – | Sell |
-720
| Closed | -$159K | – | 919 |
|
|
2021
Q1 | $159K | Buy |
+720
| New | +$159K | ﹤0.01% | 424 |
|