Concourse Financial Group Securities’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $16K | Buy |
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|
2024
Q3 | $10.3K | Buy |
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|
2024
Q2 | $5.99K | Buy |
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|
2024
Q1 | $4.18K | Hold |
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|
2023
Q4 | $3.62K | Sell |
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|
2023
Q3 | $3.59K | Hold |
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|
2023
Q2 | $3.05K | Hold |
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|
2023
Q1 | $3.79K | Sell |
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|
2022
Q4 | $14.3K | Hold |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $497K | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.99M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $819K | Buy |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $147K | Buy |
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|
2018
Q4 | $89K | Buy |
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|
2018
Q3 | – | Hold |
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