Clearstead 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 | $87.1K | Buy |
871
+592
| +212% | +$59.2K | ﹤0.01% | 1103 |
|
|
2025
Q1 | $29.4K | Buy |
279
+221
| +381% | +$23.3K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $4.57K | Buy |
58
+8
| +16% | +$630 | ﹤0.01% | 1734 |
|
|
2024
Q3 | $3.72K | Hold |
50
| – | – | ﹤0.01% | 1755 |
|
|
2024
Q2 | $4.68K | Hold |
50
| – | – | ﹤0.01% | 1694 |
|
|
2024
Q1 | $4.92K | Sell |
50
-410
| -89% | -$40.3K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $41.6K | Sell |
460
-770
| -63% | -$69.7K | ﹤0.01% | 789 |
|
|
2023
Q3 | $100K | Buy |
1,230
+399
| +48% | +$32.5K | ﹤0.01% | 723 |
|
|
2023
Q2 | $57.6K | Buy |
831
+331
| +66% | +$23K | ﹤0.01% | 705 |
|
|
2023
Q1 | $43.1K | Buy |
+500
| New | +$43.1K | ﹤0.01% | 695 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1358 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1175 |
|
|
2022
Q2 | $2K | Sell |
25
-20
| -44% | -$1.6K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $7K | Sell |
45
-27
| -38% | -$4.2K | ﹤0.01% | 1036 |
|
|
2021
Q4 | $16K | Sell |
72
-185
| -72% | -$41.1K | ﹤0.01% | 859 |
|
|
2021
Q3 | $61K | Hold |
257
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $63K | Sell |
257
-50
| -16% | -$12.3K | ﹤0.01% | 516 |
|
|
2021
Q1 | $68K | Buy |
307
+50
| +19% | +$11.1K | 0.01% | 498 |
|
|
2020
Q4 | $65K | Hold |
257
| – | – | 0.01% | 472 |
|
|
2020
Q3 | $55K | Buy |
257
+25
| +11% | +$5.35K | 0.01% | 454 |
|
|
2020
Q2 | $46K | Hold |
232
| – | – | 0.01% | 437 |
|
|
2020
Q1 | $28K | Buy |
+232
| New | +$28K | ﹤0.01% | 471 |
|