FinTrust Capital Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-66
| Closed | -$6.18K | – | 1411 |
|
|
2024
Q2 | $6.18K | Hold |
66
| – | – | ﹤0.01% | 969 |
|
|
2024
Q1 | $6.91K | Hold |
66
| – | – | ﹤0.01% | 902 |
|
|
2023
Q4 | $5.98K | Buy |
+66
| New | +$5.98K | ﹤0.01% | 891 |
|
|
2022
Q2 | – | Sell |
-110
| Closed | -$17K | – | 1277 |
|
|
2022
Q1 | $17K | Buy |
+110
| New | +$17K | ﹤0.01% | 798 |
|
|
2019
Q1 | – | Sell |
-280
| Closed | -$18K | – | 1308 |
|
|
2018
Q4 | $18K | Buy |
+280
| New | +$18K | 0.01% | 618 |
|