CAPTRUST Financial Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
15,662
+4,468
| +40% | +$447K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $1.18M | Buy |
11,194
+2,518
| +29% | +$265K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $684K | Buy |
8,676
+1,555
| +22% | +$123K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $529K | Sell |
7,121
-251
| -3% | -$18.7K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $690K | Buy |
7,372
+195
| +3% | +$18.3K | ﹤0.01% | 1352 |
|
|
2024
Q1 | $751K | Buy |
7,177
+101
| +1% | +$10.6K | ﹤0.01% | 1283 |
|
|
2023
Q4 | $641K | Buy |
7,076
+2,275
| +47% | +$206K | ﹤0.01% | 1560 |
|
|
2023
Q3 | $391K | Sell |
4,801
-1,219
| -20% | -$99.4K | ﹤0.01% | 1812 |
|
|
2023
Q2 | $417K | Sell |
6,020
-941
| -14% | -$65.3K | ﹤0.01% | 1723 |
|
|
2023
Q1 | $600K | Buy |
6,961
+1,096
| +19% | +$94.5K | ﹤0.01% | 1305 |
|
|
2022
Q4 | $401K | Buy |
5,865
+569
| +11% | +$38.9K | ﹤0.01% | 1454 |
|
|
2022
Q3 | $301K | Sell |
5,296
-657
| -11% | -$37.3K | ﹤0.01% | 1539 |
|
|
2022
Q2 | $538K | Buy |
5,953
+137
| +2% | +$12.4K | ﹤0.01% | 1112 |
|
|
2022
Q1 | $878K | Buy |
5,816
+1,842
| +46% | +$278K | 0.01% | 899 |
|
|
2021
Q4 | $891K | Buy |
3,974
+2,339
| +143% | +$524K | 0.01% | 864 |
|
|
2021
Q3 | $388K | Buy |
1,635
+528
| +48% | +$125K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $271K | Sell |
1,107
-740
| -40% | -$181K | ﹤0.01% | 1333 |
|
|
2021
Q1 | $407K | Buy |
1,847
+1,175
| +175% | +$259K | ﹤0.01% | 1048 |
|
|
2020
Q4 | $171K | Buy |
672
+90
| +15% | +$22.9K | ﹤0.01% | 1261 |
|
|
2020
Q3 | $128K | Sell |
582
-266
| -31% | -$58.5K | ﹤0.01% | 1235 |
|
|
2020
Q2 | $179K | Buy |
+848
| New | +$179K | ﹤0.01% | 1082 |
|
|
2019
Q4 | – | Sell |
-385
| Closed | -$38K | – | 1539 |
|
|
2019
Q3 | $38K | Hold |
385
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q2 | $48K | Buy |
385
+255
| +196% | +$31.8K | ﹤0.01% | 981 |
|
|
2019
Q1 | $11K | Buy |
130
+60
| +86% | +$5.08K | ﹤0.01% | 1366 |
|
|
2018
Q4 | $4K | Sell |
70
-250
| -78% | -$14.3K | ﹤0.01% | 1389 |
|
|
2018
Q3 | $23K | Hold |
320
| – | – | ﹤0.01% | 959 |
|
|
2018
Q2 | $16K | Buy |
320
+120
| +60% | +$6K | ﹤0.01% | 1024 |
|
|
2018
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1080 |
|