GoalVest Advisory’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-410
| Closed | -$30.5K | – | 421 |
|
|
2024
Q3 | $30.5K | Hold |
410
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $38.4K | Hold |
410
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $42.9K | Hold |
410
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $37.1K | Hold |
410
| – | – | 0.02% | 165 |
|
|
2023
Q3 | $33.4K | Hold |
410
| – | – | 0.02% | 173 |
|
|
2023
Q2 | $28.4K | Hold |
410
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $35.4K | Buy |
410
+168
| +69% | +$14.5K | 0.02% | 128 |
|
|
2022
Q4 | $16.5K | Hold |
242
| – | – | 0.01% | 169 |
|
|
2022
Q3 | $14K | Hold |
242
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $25K | Hold |
242
| – | – | 0.02% | 202 |
|
|
2022
Q1 | $37K | Buy |
+242
| New | +$37K | 0.02% | 171 |
|
|
2021
Q2 | $59K | Hold |
242
| – | – | 0.04% | 145 |
|
|
2021
Q1 | $53K | Hold |
242
| – | – | 0.04% | 124 |
|
|
2020
Q4 | $62K | Buy |
+242
| New | +$62K | 0.05% | 106 |
|