Cedar Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$2.52K | – | 202 |
|
|
2024
Q4 | $2.52K | Sell |
32
-560
| -95% | -$44.1K | ﹤0.01% | 169 |
|
|
2024
Q3 | $44K | Hold |
592
| – | – | 0.01% | 156 |
|
|
2024
Q2 | $55.4K | Sell |
592
-6
| -1% | -$562 | 0.02% | 156 |
|
|
2024
Q1 | $62.6K | Buy |
598
+10
| +2% | +$1.05K | 0.02% | 156 |
|
|
2023
Q4 | $53.2K | Buy |
588
+104
| +21% | +$9.42K | 0.02% | 155 |
|
|
2023
Q3 | $39.5K | Buy |
484
+17
| +4% | +$1.39K | 0.02% | 168 |
|
|
2023
Q2 | $32.4K | Buy |
467
+92
| +25% | +$6.38K | 0.01% | 185 |
|
|
2023
Q1 | $32.3K | Buy |
375
+124
| +49% | +$10.7K | 0.01% | 183 |
|
|
2022
Q4 | $17.2K | Hold |
251
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $14K | Hold |
251
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $23K | Buy |
251
+39
| +18% | +$3.57K | 0.01% | 217 |
|
|
2022
Q1 | $32K | Buy |
212
+6
| +3% | +$906 | 0.01% | 215 |
|
|
2021
Q4 | $46K | Buy |
+206
| New | +$46K | 0.02% | 185 |
|