D.A. Davidson & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,047
| Closed | -$301K | – | 1445 |
|
|
2024
Q3 | $301K | Sell |
4,047
-2,790
| -41% | -$207K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $640K | Buy |
6,837
+3,312
| +94% | +$310K | 0.01% | 891 |
|
|
2024
Q1 | $369K | Buy |
+3,525
| New | +$369K | ﹤0.01% | 1097 |
|
|
2022
Q2 | – | Sell |
-6,679
| Closed | -$1.01M | – | 1322 |
|
|
2022
Q1 | $1.01M | Buy |
6,679
+2,291
| +52% | +$346K | 0.01% | 651 |
|
|
2021
Q4 | $984K | Buy |
4,388
+35
| +0.8% | +$7.85K | 0.01% | 662 |
|
|
2021
Q3 | $1.03M | Sell |
4,353
-987
| -18% | -$234K | 0.01% | 622 |
|
|
2021
Q2 | $1.31M | Sell |
5,340
-2,450
| -31% | -$600K | 0.02% | 552 |
|
|
2021
Q1 | $1.72M | Buy |
7,790
+1,009
| +15% | +$222K | 0.02% | 440 |
|
|
2020
Q4 | $1.72M | Buy |
6,781
+604
| +10% | +$154K | 0.03% | 373 |
|
|
2020
Q3 | $1.32M | Buy |
6,177
+269
| +5% | +$57.5K | 0.02% | 390 |
|
|
2020
Q2 | $1.18M | Buy |
5,908
+1,989
| +51% | +$398K | 0.02% | 407 |
|
|
2020
Q1 | $479K | Buy |
3,919
+1,717
| +78% | +$210K | 0.01% | 604 |
|
|
2019
Q4 | $254K | Buy |
+2,202
| New | +$254K | ﹤0.01% | 880 |
|