Flagship Harbor Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
2,984
+62
| +2% | +$6.2K | 0.01% | 603 |
|
|
2025
Q1 | $307K | Sell |
2,922
-582
| -17% | -$61.2K | 0.02% | 569 |
|
|
2024
Q4 | $276K | Sell |
3,504
-2,121
| -38% | -$167K | 0.01% | 604 |
|
|
2024
Q3 | $418K | Buy |
+5,625
| New | +$418K | 0.02% | 463 |
|
|
2024
Q1 | $427K | Buy |
4,084
+52
| +1% | +$5.44K | 0.03% | 423 |
|
|
2023
Q4 | $365K | Buy |
4,032
+85
| +2% | +$7.7K | 0.03% | 442 |
|
|
2023
Q3 | $322K | Sell |
3,947
-25
| -0.6% | -$2.04K | 0.03% | 448 |
|
|
2023
Q2 | $275K | Sell |
3,972
-205
| -5% | -$14.2K | 0.02% | 496 |
|
|
2023
Q1 | $360K | Sell |
4,177
-23
| -0.5% | -$1.98K | 0.03% | 434 |
|
|
2022
Q4 | $287K | Sell |
4,200
-134
| -3% | -$9.16K | 0.03% | 470 |
|
|
2022
Q3 | $246K | Buy |
4,334
+173
| +4% | +$9.82K | 0.03% | 495 |
|
|
2022
Q2 | $376K | Sell |
4,161
-156
| -4% | -$14.1K | 0.04% | 384 |
|
|
2022
Q1 | $652K | Buy |
4,317
+52
| +1% | +$7.85K | 0.06% | 297 |
|
|
2021
Q4 | $956K | Sell |
4,265
-16
| -0.4% | -$3.59K | 0.09% | 239 |
|
|
2021
Q3 | $1.05M | Hold |
4,281
| – | – | 0.11% | 197 |
|
|
2021
Q2 | $1.05M | Buy |
4,281
+75
| +2% | +$18.3K | 0.11% | 198 |
|
|
2021
Q1 | $927K | Buy |
4,206
+75
| +2% | +$16.5K | 0.11% | 207 |
|
|
2020
Q4 | $1.05M | Buy |
4,131
+177
| +4% | +$45K | 0.13% | 170 |
|
|
2020
Q3 | $845K | Buy |
3,954
+704
| +22% | +$150K | 0.11% | 174 |
|
|
2020
Q2 | $650K | Buy |
3,250
+82
| +3% | +$16.4K | 0.1% | 206 |
|
|
2020
Q1 | $387K | Sell |
3,168
-52
| -2% | -$6.35K | 0.08% | 247 |
|
|
2019
Q4 | $371K | Sell |
3,220
-89
| -3% | -$10.3K | 0.07% | 294 |
|
|
2019
Q3 | $325K | Sell |
3,309
-77
| -2% | -$7.56K | 0.06% | 293 |
|
|
2019
Q2 | $418K | Buy |
3,386
+40
| +1% | +$4.94K | 0.09% | 239 |
|
|
2019
Q1 | $276K | Buy |
3,346
+45
| +1% | +$3.71K | 0.06% | 316 |
|
|
2018
Q4 | $210K | Sell |
3,301
-230
| -7% | -$14.6K | 0.05% | 337 |
|
|
2018
Q3 | $254K | Buy |
3,531
+58
| +2% | +$4.17K | 0.05% | 349 |
|
|
2018
Q2 | $174K | Buy |
+3,473
| New | +$174K | 0.03% | 436 |
|