Dubuque Bank & Trust’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,415
| Closed | -$573K | – | 280 |
|
|
2021
Q3 | $573K | Sell |
2,415
-1,010
| -29% | -$240K | 0.06% | 146 |
|
|
2021
Q2 | $838K | Sell |
3,425
-145
| -4% | -$35.5K | 0.09% | 121 |
|
|
2021
Q1 | $787K | Hold |
3,570
| – | – | 0.09% | 120 |
|
|
2020
Q4 | $908K | Sell |
3,570
-165
| -4% | -$42K | 0.11% | 108 |
|
|
2020
Q3 | $799K | Sell |
3,735
-50
| -1% | -$10.7K | 0.12% | 109 |
|
|
2020
Q2 | $758K | Buy |
3,785
+1,600
| +73% | +$320K | 0.12% | 111 |
|
|
2020
Q1 | $267K | Hold |
2,185
| – | – | 0.05% | 173 |
|
|
2019
Q4 | $252K | Hold |
2,185
| – | – | 0.04% | 172 |
|
|
2019
Q3 | $215K | Hold |
2,185
| – | – | 0.03% | 167 |
|
|
2019
Q2 | $270K | Buy |
2,185
+1,515
| +226% | +$187K | 0.04% | 152 |
|
|
2019
Q1 | $55K | Hold |
670
| – | – | 0.01% | 274 |
|
|
2018
Q4 | $43K | Hold |
670
| – | – | 0.01% | 285 |
|
|
2018
Q3 | $47K | Buy |
+670
| New | +$47K | 0.01% | 275 |
|