Coppell Advisory Solutions’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 |
-739
| Closed | -$58.9K | – | 1373 |
|
|
2024
Q4 | $58.9K | Sell |
739
-108
| -13% | -$8.6K | 0.01% | 539 |
|
|
2024
Q3 | $62.7K | Buy |
847
+144
| +20% | +$10.7K | 0.01% | 496 |
|
|
2024
Q2 | $65.8K | Buy |
+703
| New | +$65.8K | 0.01% | 435 |
|
|
2023
Q4 | $62.6K | Buy |
+691
| New | +$62.6K | 0.01% | 449 |
|
|
2023
Q3 | – | Sell |
-658
| Closed | -$46.3K | – | 1445 |
|
|
2023
Q2 | $46.3K | Buy |
+658
| New | +$46.3K | 0.01% | 398 |
|