HHM Wealth 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 | $125K | Hold |
1,250
| – | – | 0.01% | 255 |
|
|
2025
Q1 | $132K | Sell |
1,250
-1
| -0.1% | -$105 | 0.02% | 234 |
|
|
2024
Q4 | $98.6K | Buy |
1,251
+1
| +0.1% | +$79 | 0.01% | 265 |
|
|
2024
Q3 | $92.9K | Hold |
1,250
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $117K | Hold |
1,250
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $131K | Hold |
1,250
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $113K | Hold |
1,250
| – | – | 0.02% | 195 |
|
|
2023
Q3 | $102K | Hold |
1,250
| – | – | 0.02% | 197 |
|
|
2023
Q2 | $86.7K | Hold |
1,250
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $108K | Hold |
1,250
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $85.4K | Sell |
1,250
-122
| -9% | -$8.34K | 0.02% | 187 |
|
|
2022
Q3 | $78K | Hold |
1,372
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $124K | Buy |
1,372
+4
| +0.3% | +$362 | 0.03% | 174 |
|
|
2022
Q1 | $207K | Buy |
1,368
+3
| +0.2% | +$454 | 0.05% | 145 |
|
|
2021
Q4 | $306K | Sell |
1,365
-127
| -9% | -$28.5K | 0.07% | 102 |
|
|
2021
Q3 | $354K | Buy |
1,492
+6
| +0.4% | +$1.42K | 0.1% | 85 |
|
|
2021
Q2 | $364K | Buy |
1,486
+86
| +6% | +$21.1K | 0.1% | 81 |
|
|
2021
Q1 | $309K | Hold |
1,400
| – | – | 0.1% | 86 |
|
|
2020
Q4 | $356K | Hold |
1,400
| – | – | 0.12% | 66 |
|
|
2020
Q3 | $299K | Hold |
1,400
| – | – | 0.12% | 65 |
|
|
2020
Q2 | $280K | Hold |
1,400
| – | – | 0.12% | 64 |
|
|
2020
Q1 | $171K | Buy |
+1,400
| New | +$171K | 0.08% | 84 |
|