EFG Asset Management (Americas)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,717
| Closed | -$1.62M | – | 133 |
|
|
2022
Q1 | $1.62M | Sell |
10,717
-1,904
| -15% | -$287K | 0.3% | 75 |
|
|
2021
Q4 | $2.83M | Buy |
12,621
+153
| +1% | +$34.3K | 0.48% | 65 |
|
|
2021
Q3 | $2.96M | Buy |
12,468
+110
| +0.9% | +$26.1K | 0.53% | 64 |
|
|
2021
Q2 | $3.02M | Sell |
12,358
-3,311
| -21% | -$810K | 0.56% | 62 |
|
|
2021
Q1 | $3.45M | Buy |
15,669
+609
| +4% | +$134K | 0.71% | 51 |
|
|
2020
Q4 | $3.83M | Sell |
15,060
-665
| -4% | -$169K | 0.78% | 46 |
|
|
2020
Q3 | $3.36M | Buy |
15,725
+1,402
| +10% | +$300K | 0.76% | 50 |
|
|
2020
Q2 | $2.87M | Sell |
14,323
-6,776
| -32% | -$1.36M | 0.74% | 52 |
|
|
2020
Q1 | $2.58M | Sell |
21,099
-2,764
| -12% | -$338K | 0.83% | 45 |
|
|
2019
Q4 | $2.75M | Buy |
23,863
+3,760
| +19% | +$434K | 0.73% | 59 |
|
|
2019
Q3 | $1.98M | Buy |
20,103
+1,297
| +7% | +$128K | 0.6% | 63 |
|
|
2019
Q2 | $2.32M | Buy |
+18,806
| New | +$2.32M | 0.66% | 66 |
|