Gladstone Institutional Advisory’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 |
-2,947
| Closed | -$276K | – | 717 |
|
|
2024
Q2 | $276K | Buy |
+2,947
| New | +$276K | 0.01% | 565 |
|
|
2024
Q1 | – | Sell |
-2,332
| Closed | -$211K | – | 690 |
|
|
2023
Q4 | $211K | Sell |
2,332
-672
| -22% | -$60.8K | 0.01% | 617 |
|
|
2023
Q3 | $245K | Sell |
3,004
-2,020
| -40% | -$165K | 0.02% | 533 |
|
|
2023
Q2 | $348K | Buy |
5,024
+2,564
| +104% | +$178K | 0.02% | 484 |
|
|
2023
Q1 | $212K | Buy |
+2,460
| New | +$212K | 0.01% | 600 |
|
|
2021
Q1 | – | Sell |
-1,330
| Closed | -$338K | – | 433 |
|
|
2020
Q4 | $338K | Sell |
1,330
-2,962
| -69% | -$753K | 0.07% | 209 |
|
|
2020
Q3 | $918K | Buy |
4,292
+260
| +6% | +$55.6K | 0.22% | 104 |
|
|
2020
Q2 | $807K | Buy |
+4,032
| New | +$807K | 0.21% | 99 |
|