Colonial Trust 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 | $700 | Hold |
7
| – | – | ﹤0.01% | 659 |
|
|
2025
Q1 | $737 | Hold |
7
| – | – | ﹤0.01% | 641 |
|
|
2024
Q4 | $552 | Sell |
7
-44
| -86% | -$3.47K | ﹤0.01% | 649 |
|
|
2024
Q3 | $3.79K | Hold |
51
| – | – | ﹤0.01% | 643 |
|
|
2024
Q2 | $4.77K | Hold |
51
| – | – | ﹤0.01% | 613 |
|
|
2024
Q1 | $5.34K | Hold |
51
| – | – | ﹤0.01% | 685 |
|
|
2023
Q4 | $4.62K | Hold |
51
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $4.16K | Hold |
51
| – | – | ﹤0.01% | 636 |
|
|
2023
Q2 | $3.54K | Hold |
51
| – | – | ﹤0.01% | 679 |
|
|
2023
Q1 | $4.4K | Hold |
51
| – | – | ﹤0.01% | 635 |
|
|
2022
Q4 | $3.49K | Buy |
+51
| New | +$3.49K | ﹤0.01% | 660 |
|