Curi RMB Capital’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,290
| Closed | -$1.1M | – | 488 |
|
|
2022
Q3 | $1.1M | Buy |
19,290
+7,398
| +62% | +$421K | 0.04% | 272 |
|
|
2022
Q2 | $1.08M | Sell |
11,892
-3,549
| -23% | -$321K | 0.04% | 272 |
|
|
2022
Q1 | $2.33M | Buy |
15,441
+4,870
| +46% | +$735K | 0.07% | 184 |
|
|
2021
Q4 | $2.37M | Buy |
10,571
+2,298
| +28% | +$515K | 0.07% | 191 |
|
|
2021
Q3 | $1.96M | Buy |
8,273
+973
| +13% | +$231K | 0.06% | 209 |
|
|
2021
Q2 | $1.79M | Buy |
7,300
+4,120
| +130% | +$1.01M | 0.06% | 222 |
|
|
2021
Q1 | $701K | Hold |
3,180
| – | – | 0.03% | 307 |
|
|
2020
Q4 | $809K | Buy |
3,180
+1,553
| +95% | +$395K | 0.03% | 349 |
|
|
2020
Q3 | $348K | Buy |
+1,627
| New | +$348K | 0.02% | 473 |
|