Covestor’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Sell |
922
-2,430
| -72% | -$242K | 0.05% | 602 |
|
|
2025
Q1 | $352K | Buy |
3,352
+1,972
| +143% | +$207K | 0.23% | 35 |
|
|
2024
Q4 | $109K | Buy |
1,380
+544
| +65% | +$43K | 0.07% | 475 |
|
|
2024
Q3 | $62K | Hold |
836
| – | – | 0.04% | 788 |
|
|
2024
Q2 | $78K | Sell |
836
-252
| -23% | -$23.5K | 0.05% | 645 |
|
|
2024
Q1 | $114K | Buy |
1,088
+224
| +26% | +$23.5K | 0.07% | 453 |
|
|
2023
Q4 | $78K | Buy |
864
+696
| +414% | +$62.8K | 0.05% | 648 |
|
|
2023
Q3 | $14K | Hold |
168
| – | – | 0.01% | 1272 |
|
|
2023
Q2 | $12K | Sell |
168
-17
| -9% | -$1.21K | 0.01% | 1361 |
|
|
2023
Q1 | $16K | Hold |
185
| – | – | 0.01% | 1092 |
|
|
2022
Q4 | $13K | Buy |
185
+52
| +39% | +$3.65K | 0.01% | 1203 |
|
|
2022
Q3 | $8K | Buy |
133
+8
| +6% | +$481 | 0.01% | 1353 |
|
|
2022
Q2 | $11K | Buy |
125
+28
| +29% | +$2.46K | 0.01% | 1174 |
|
|
2022
Q1 | $15K | Sell |
97
-181
| -65% | -$28K | 0.01% | 1148 |
|
|
2021
Q4 | $62K | Buy |
+278
| New | +$62K | 0.09% | 410 |
|