Concourse Financial Group Securities’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-181
| Closed | -$16K | – | 5705 |
|
|
2024
Q4 | $16K | Buy |
181
+43
| +31% | +$3.81K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $10.3K | Buy |
138
+74
| +116% | +$5.5K | ﹤0.01% | 1683 |
|
|
2024
Q2 | $5.99K | Buy |
64
+24
| +60% | +$2.25K | ﹤0.01% | 1824 |
|
|
2024
Q1 | $4.18K | Hold |
40
| – | – | ﹤0.01% | 1923 |
|
|
2023
Q4 | $3.62K | Sell |
40
-4
| -9% | -$362 | ﹤0.01% | 1918 |
|
|
2023
Q3 | $3.59K | Hold |
44
| – | – | ﹤0.01% | 1892 |
|
|
2023
Q2 | $3.05K | Hold |
44
| – | – | ﹤0.01% | 1945 |
|
|
2023
Q1 | $3.79K | Sell |
44
-165
| -79% | -$14.2K | ﹤0.01% | 1932 |
|
|
2022
Q4 | $14.3K | Hold |
209
| – | – | ﹤0.01% | 1558 |
|
|
2022
Q3 | $12K | Sell |
209
-202
| -49% | -$11.6K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $37K | Sell |
411
-2,883
| -88% | -$260K | ﹤0.01% | 1210 |
|
|
2022
Q1 | $497K | Sell |
3,294
-5,090
| -61% | -$768K | 0.04% | 422 |
|
|
2021
Q4 | $1.88M | Sell |
8,384
-3
| -0% | -$672 | 0.11% | 186 |
|
|
2021
Q3 | $1.99M | Buy |
8,387
+325
| +4% | +$77.2K | 0.12% | 156 |
|
|
2021
Q2 | $1.97M | Buy |
8,062
+627
| +8% | +$153K | 0.12% | 151 |
|
|
2021
Q1 | $1.64M | Buy |
7,435
+1,281
| +21% | +$282K | 0.12% | 158 |
|
|
2020
Q4 | $1.57M | Buy |
6,154
+757
| +14% | +$193K | 0.12% | 151 |
|
|
2020
Q3 | $1.15M | Buy |
5,397
+1,305
| +32% | +$279K | 0.1% | 173 |
|
|
2020
Q2 | $819K | Buy |
4,092
+1,467
| +56% | +$294K | 0.08% | 201 |
|
|
2020
Q1 | $321K | Buy |
2,625
+415
| +19% | +$50.7K | 0.04% | 351 |
|
|
2019
Q4 | $255K | Buy |
2,210
+89
| +4% | +$10.3K | 0.03% | 436 |
|
|
2019
Q3 | $209K | Sell |
2,121
-7,674
| -78% | -$756K | 0.05% | 278 |
|
|
2019
Q2 | $1.21M | Buy |
9,795
+8,008
| +448% | +$989K | 0.12% | 131 |
|
|
2019
Q1 | $147K | Buy |
1,787
+377
| +27% | +$31K | 0.02% | 575 |
|
|
2018
Q4 | $89K | Buy |
+1,410
| New | +$89K | 0.01% | 656 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4092 |
|