Commonwealth Equity Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.96M | Sell |
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|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $3.78M | Buy |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.79K | Buy |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $2.51M | Buy |
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|
2022
Q1 | $3.81M | Sell |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $5.43M | Sell |
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|
2021
Q2 | $6.29M | Buy |
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|
2021
Q1 | $5.08M | Sell |
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|
2020
Q4 | $7.07M | Buy |
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|
2020
Q3 | $5.62M | Buy |
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|
2020
Q2 | $4.96M | Buy |
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|
2020
Q1 | $2.53M | Sell |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $2.18M | Sell |
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|
2019
Q2 | $4.6M | Buy |
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|
2019
Q1 | $3.03M | Buy |
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|
2018
Q4 | $2.04M | Sell |
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|
2018
Q3 | $3.53M | Buy |
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|
2018
Q2 | $2.38M | Buy |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $561K | Buy |
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|
2017
Q3 | $601K | Hold |
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|
2017
Q2 | $486K | Buy |
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