Cookson Peirce & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,809
| Closed | -$1.54M | – | 247 |
|
|
2023
Q1 | $1.54M | Buy |
17,809
+6,032
| +51% | +$520K | 0.1% | 85 |
|
|
2022
Q4 | $805K | Buy |
+11,777
| New | +$805K | 0.05% | 114 |
|
|
2019
Q3 | – | Sell |
-67,895
| Closed | -$8.39M | – | 155 |
|
|
2019
Q2 | $8.39M | Sell |
67,895
-3,825
| -5% | -$472K | 0.71% | 49 |
|
|
2019
Q1 | $5.93M | Sell |
71,720
-1,225
| -2% | -$101K | 0.5% | 55 |
|
|
2018
Q4 | $4.65M | Sell |
72,945
-585
| -0.8% | -$37.3K | 0.45% | 57 |
|
|
2018
Q3 | $5.17M | Buy |
73,530
+18,870
| +35% | +$1.33M | 0.42% | 59 |
|
|
2018
Q2 | $2.75M | Buy |
+54,660
| New | +$2.75M | 0.25% | 68 |
|