Gradient Investments’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 |
-3
| Closed | -$281 | – | 980 |
|
|
2024
Q2 | $281 | Buy |
+3
| New | +$281 | ﹤0.01% | 1240 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$16.3K | – | 1895 |
|
|
2023
Q3 | $16.3K | Buy |
+200
| New | +$16.3K | ﹤0.01% | 710 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$273 | – | 1605 |
|
|
2022
Q4 | $273 | Sell |
4
-7
| -64% | -$478 | ﹤0.01% | 1348 |
|
|
2022
Q3 | $1K | Sell |
11
-3
| -21% | -$273 | ﹤0.01% | 1269 |
|
|
2022
Q2 | $1K | Sell |
14
-38,690
| -100% | -$2.76M | ﹤0.01% | 1153 |
|
|
2022
Q1 | $5.84M | Buy |
38,704
+4,564
| +13% | +$689K | 0.15% | 139 |
|
|
2021
Q4 | $7.65M | Buy |
34,140
+14,332
| +72% | +$3.21M | 0.19% | 130 |
|
|
2021
Q3 | $4.7M | Buy |
19,808
+19,708
| +19,708% | +$4.68M | 0.13% | 142 |
|
|
2021
Q2 | $24K | Hold |
100
| – | – | ﹤0.01% | 606 |
|
|
2021
Q1 | $22K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $21K | Buy |
+100
| New | +$21K | ﹤0.01% | 566 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$12K | – | 1157 |
|
|
2020
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 618 |
|
|
2019
Q4 | $12K | Sell |
100
-50
| -33% | -$6K | ﹤0.01% | 652 |
|
|
2019
Q3 | $15K | Hold |
150
| – | – | ﹤0.01% | 573 |
|
|
2019
Q2 | $19K | Buy |
+150
| New | +$19K | ﹤0.01% | 521 |
|