Commonwealth Equity Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
36,546
+620
| +2% | +$62K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $3.78M | Buy |
35,926
+9,901
| +38% | +$1.04M | 0.01% | 1462 |
|
|
2024
Q4 | $2.05M | Sell |
26,025
-8,338
| -24% | -$657K | ﹤0.01% | 1848 |
|
|
2024
Q3 | $2.56M | Buy |
34,363
+9,974
| +41% | +$742K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $2.28M | Sell |
24,389
-690
| -3% | -$64.6K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $2.62M | Sell |
25,079
-2,538
| -9% | -$266K | ﹤0.01% | 1588 |
|
|
2023
Q4 | $2.5M | Sell |
27,617
-685
| -2% | -$62K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $2.31M | Buy |
28,302
+333
| +1% | +$27.1K | ﹤0.01% | 1516 |
|
|
2023
Q2 | $1.94M | Sell |
27,969
-4,414
| -14% | -$306K | ﹤0.01% | 1634 |
|
|
2023
Q1 | $2.79K | Buy |
32,383
+4,502
| +16% | +$388 | 0.01% | 1345 |
|
|
2022
Q4 | $1.91M | Buy |
27,881
+2,363
| +9% | +$161K | ﹤0.01% | 1533 |
|
|
2022
Q3 | $1.45M | Sell |
25,518
-2,266
| -8% | -$129K | ﹤0.01% | 1643 |
|
|
2022
Q2 | $2.51M | Buy |
27,784
+2,565
| +10% | +$232K | 0.01% | 1285 |
|
|
2022
Q1 | $3.81M | Sell |
25,219
-811
| -3% | -$122K | 0.01% | 1106 |
|
|
2021
Q4 | $5.84M | Buy |
26,030
+3,152
| +14% | +$707K | 0.01% | 850 |
|
|
2021
Q3 | $5.43M | Sell |
22,878
-2,824
| -11% | -$670K | 0.01% | 825 |
|
|
2021
Q2 | $6.29M | Buy |
25,702
+2,647
| +11% | +$648K | 0.02% | 740 |
|
|
2021
Q1 | $5.08M | Sell |
23,055
-4,759
| -17% | -$1.05M | 0.01% | 770 |
|
|
2020
Q4 | $7.07M | Buy |
27,814
+1,540
| +6% | +$392K | 0.02% | 593 |
|
|
2020
Q3 | $5.62M | Buy |
26,274
+1,488
| +6% | +$318K | 0.02% | 614 |
|
|
2020
Q2 | $4.96M | Buy |
24,786
+4,087
| +20% | +$818K | 0.02% | 612 |
|
|
2020
Q1 | $2.53M | Sell |
20,699
-2,385
| -10% | -$292K | 0.01% | 785 |
|
|
2019
Q4 | $2.66M | Buy |
23,084
+936
| +4% | +$108K | 0.01% | 883 |
|
|
2019
Q3 | $2.18M | Sell |
22,148
-15,105
| -41% | -$1.49M | 0.01% | 931 |
|
|
2019
Q2 | $4.6M | Buy |
37,253
+652
| +2% | +$80.5K | 0.02% | 608 |
|
|
2019
Q1 | $3.03M | Buy |
36,601
+4,637
| +15% | +$384K | 0.01% | 734 |
|
|
2018
Q4 | $2.04M | Sell |
31,964
-18,212
| -36% | -$1.16M | 0.01% | 847 |
|
|
2018
Q3 | $3.53M | Buy |
50,176
+3,001
| +6% | +$211K | 0.02% | 651 |
|
|
2018
Q2 | $2.38M | Buy |
47,175
+17,987
| +62% | +$906K | 0.01% | 816 |
|
|
2018
Q1 | $1.16M | Buy |
29,188
+7,288
| +33% | +$290K | 0.01% | 1172 |
|
|
2017
Q4 | $561K | Buy |
21,900
+600
| +3% | +$15.4K | ﹤0.01% | 1605 |
|
|
2017
Q3 | $601K | Hold |
21,300
| – | – | ﹤0.01% | 1497 |
|
|
2017
Q2 | $486K | Buy |
+21,300
| New | +$486K | ﹤0.01% | 1589 |
|