Creative Financial Designs’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5K | Buy |
695
+5
| +0.7% | +$500 | 0.01% | 768 |
|
|
2025
Q1 | $72.6K | Sell |
690
-1,421
| -67% | -$150K | 0.01% | 711 |
|
|
2024
Q4 | $166K | Buy |
2,111
+407
| +24% | +$32.1K | 0.01% | 491 |
|
|
2024
Q3 | $127K | Buy |
1,704
+188
| +12% | +$14K | 0.01% | 546 |
|
|
2024
Q2 | $142K | Sell |
1,516
-745
| -33% | -$69.7K | 0.01% | 508 |
|
|
2024
Q1 | $237K | Buy |
2,261
+335
| +17% | +$35K | 0.02% | 384 |
|
|
2023
Q4 | $174K | Buy |
1,926
+138
| +8% | +$12.5K | 0.02% | 415 |
|
|
2023
Q3 | $146K | Buy |
1,788
+6
| +0.3% | +$489 | 0.02% | 416 |
|
|
2023
Q2 | $124K | Buy |
1,782
+100
| +6% | +$6.94K | 0.01% | 438 |
|
|
2023
Q1 | $145K | Buy |
1,682
+70
| +4% | +$6.04K | 0.02% | 389 |
|
|
2022
Q4 | $110K | Sell |
1,612
-5
| -0.3% | -$342 | 0.02% | 436 |
|
|
2022
Q3 | $92K | Buy |
1,617
+43
| +3% | +$2.45K | 0.02% | 447 |
|
|
2022
Q2 | $142K | Sell |
1,574
-238
| -13% | -$21.5K | 0.02% | 360 |
|
|
2022
Q1 | $274K | Sell |
1,812
-298
| -14% | -$45.1K | 0.04% | 249 |
|
|
2021
Q4 | $473K | Buy |
2,110
+91
| +5% | +$20.4K | 0.07% | 197 |
|
|
2021
Q3 | $479K | Sell |
2,019
-4
| -0.2% | -$949 | 0.08% | 184 |
|
|
2021
Q2 | $495K | Buy |
2,023
+6
| +0.3% | +$1.47K | 0.09% | 181 |
|
|
2021
Q1 | $445K | Sell |
2,017
-149
| -7% | -$32.9K | 0.09% | 180 |
|
|
2020
Q4 | $551K | Buy |
2,166
+15
| +0.7% | +$3.82K | 0.12% | 135 |
|
|
2020
Q3 | $460K | Sell |
2,151
-61
| -3% | -$13K | 0.11% | 148 |
|
|
2020
Q2 | $443K | Buy |
2,212
+1,227
| +125% | +$246K | 0.13% | 125 |
|
|
2020
Q1 | $120K | Buy |
985
+255
| +35% | +$31.1K | 0.06% | 158 |
|
|
2019
Q4 | $86K | Sell |
730
-60
| -8% | -$7.07K | 0.04% | 204 |
|
|
2019
Q3 | $81K | Sell |
790
-60
| -7% | -$6.15K | 0.04% | 198 |
|
|
2019
Q2 | $111K | Hold |
850
| – | – | 0.06% | 167 |
|
|
2019
Q1 | $70K | Hold |
850
| – | – | 0.04% | 197 |
|
|
2018
Q4 | $54K | Buy |
850
+100
| +13% | +$6.35K | 0.04% | 189 |
|
|
2018
Q3 | $53K | Sell |
750
-50
| -6% | -$3.53K | 0.03% | 221 |
|
|
2018
Q2 | $40K | Buy |
800
+200
| +33% | +$10K | 0.02% | 264 |
|
|
2018
Q1 | $24K | Buy |
+600
| New | +$24K | 0.02% | 306 |
|