Cetera Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $946K | Buy |
+9,042
| New | +$946K | 0.01% | 1187 |
|
|
2021
Q4 | – | Sell |
-843
| Closed | -$200K | – | 1493 |
|
|
2021
Q3 | $200K | Buy |
+843
| New | +$200K | ﹤0.01% | 1307 |
|
|
2020
Q4 | – | Sell |
-1,550
| Closed | -$331K | – | 1058 |
|
|
2020
Q3 | $331K | Buy |
+1,550
| New | +$331K | 0.01% | 696 |
|
|
2018
Q4 | – | Sell |
-6,734
| Closed | -$473K | – | 929 |
|
|
2018
Q3 | $473K | Buy |
6,734
+44
| +0.7% | +$3.09K | 0.02% | 586 |
|
|
2018
Q2 | $336K | Buy |
6,690
+1,458
| +28% | +$73.2K | 0.02% | 628 |
|
|
2018
Q1 | $209K | Buy |
+5,232
| New | +$209K | 0.01% | 718 |
|