Cetera Investment Advisers’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
27,486
+5,090
| +23% | +$509K | ﹤0.01% | 1615 |
|
|
2025
Q1 | $2.36M | Buy |
22,396
+3,025
| +16% | +$318K | ﹤0.01% | 1635 |
|
|
2024
Q4 | $1.53M | Buy |
19,371
+6,789
| +54% | +$535K | ﹤0.01% | 1853 |
|
|
2024
Q3 | $935K | Sell |
12,582
-2,178
| -15% | -$162K | ﹤0.01% | 2164 |
|
|
2024
Q2 | $1.38M | Sell |
14,760
-2,505
| -15% | -$234K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $1.81M | Buy |
17,265
+8,051
| +87% | +$842K | ﹤0.01% | 1625 |
|
|
2023
Q4 | $834K | Sell |
9,214
-534
| -5% | -$48.3K | 0.01% | 1212 |
|
|
2023
Q3 | $795K | Sell |
9,748
-8,437
| -46% | -$688K | 0.01% | 1159 |
|
|
2023
Q2 | $1.26M | Buy |
18,185
+10,126
| +126% | +$702K | 0.01% | 964 |
|
|
2023
Q1 | $695K | Sell |
8,059
-296
| -4% | -$25.5K | 0.01% | 1231 |
|
|
2022
Q4 | $571K | Buy |
8,355
+2,458
| +42% | +$168K | 0.01% | 1305 |
|
|
2022
Q3 | $335K | Buy |
5,897
+615
| +12% | +$34.9K | 0.01% | 1206 |
|
|
2022
Q2 | $477K | Sell |
5,282
-5,895
| -53% | -$532K | 0.01% | 1127 |
|
|
2022
Q1 | $1.69M | Sell |
11,177
-2,165
| -16% | -$327K | 0.02% | 624 |
|
|
2021
Q4 | $2.99M | Sell |
13,342
-298
| -2% | -$66.8K | 0.04% | 424 |
|
|
2021
Q3 | $3.24M | Buy |
13,640
+98
| +0.7% | +$23.3K | 0.05% | 379 |
|
|
2021
Q2 | $3.31M | Buy |
13,542
+7,812
| +136% | +$1.91M | 0.05% | 377 |
|
|
2021
Q1 | $1.26M | Sell |
5,730
-8,089
| -59% | -$1.78M | 0.02% | 572 |
|
|
2020
Q4 | $3.51M | Buy |
13,819
+10,624
| +333% | +$2.7M | 0.07% | 295 |
|
|
2020
Q3 | $683K | Sell |
3,195
-470
| -13% | -$100K | 0.06% | 322 |
|
|
2020
Q2 | $734K | Sell |
3,665
-614
| -14% | -$123K | 0.07% | 290 |
|
|
2020
Q1 | $523K | Buy |
4,279
+100
| +2% | +$12.2K | 0.06% | 294 |
|
|
2019
Q4 | $484K | Buy |
4,179
+350
| +9% | +$40.5K | 0.05% | 345 |
|
|
2019
Q3 | $378K | Buy |
3,829
+1,428
| +59% | +$141K | 0.05% | 359 |
|
|
2019
Q2 | $296K | Sell |
2,401
-193
| -7% | -$23.8K | 0.04% | 388 |
|
|
2019
Q1 | $215K | Buy |
+2,594
| New | +$215K | 0.03% | 444 |
|