Galvin Gaustad & Stein’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 |
-2,550
| Closed | -$239K | – | 190 |
|
|
2024
Q2 | $239K | Buy |
2,550
+200
| +9% | +$18.7K | 0.02% | 160 |
|
|
2024
Q1 | $246K | Sell |
2,350
-500
| -18% | -$52.3K | 0.02% | 162 |
|
|
2023
Q4 | $258K | Sell |
2,850
-300
| -10% | -$27.2K | 0.02% | 157 |
|
|
2023
Q3 | $257K | Hold |
3,150
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $218K | Buy |
+3,150
| New | +$218K | 0.02% | 160 |
|
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$309K | – | 185 |
|
|
2021
Q3 | $309K | Sell |
1,300
-26
| -2% | -$6.18K | 0.03% | 150 |
|
|
2021
Q2 | $324K | Hold |
1,326
| – | – | 0.03% | 153 |
|
|
2021
Q1 | $292K | Sell |
1,326
-1,749
| -57% | -$385K | 0.03% | 160 |
|
|
2020
Q4 | $782K | Buy |
+3,075
| New | +$782K | 0.08% | 112 |
|