HM Payson & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $258K | Hold |
2,450
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $193K | Hold |
2,450
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $182K | Hold |
2,450
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $229K | Hold |
2,450
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $256K | Hold |
2,450
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $222K | Hold |
2,450
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $200K | Sell |
2,450
-28
| -1% | -$2.28K | ﹤0.01% | 369 |
|
|
2023
Q2 | $172K | Hold |
2,478
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $214K | Hold |
2,478
| – | – | 0.01% | 358 |
|
|
2022
Q4 | $169K | Sell |
2,478
-72
| -3% | -$4.92K | ﹤0.01% | 393 |
|
|
2022
Q3 | $145K | Sell |
2,550
-1
| -0% | -$57 | ﹤0.01% | 422 |
|
|
2022
Q2 | $231K | Buy |
2,551
+1
| +0% | +$91 | 0.01% | 350 |
|
|
2022
Q1 | $385K | Sell |
2,550
-1,010
| -28% | -$152K | 0.01% | 307 |
|
|
2021
Q4 | $798K | Buy |
3,560
+203
| +6% | +$45.5K | 0.02% | 232 |
|
|
2021
Q3 | $797K | Sell |
3,357
-1,000
| -23% | -$237K | 0.02% | 226 |
|
|
2021
Q2 | $1.07M | Sell |
4,357
-158
| -3% | -$38.7K | 0.03% | 206 |
|
|
2021
Q1 | $995K | Sell |
4,515
-750
| -14% | -$165K | 0.03% | 205 |
|
|
2020
Q4 | $1.34M | Sell |
5,265
-54
| -1% | -$13.7K | 0.04% | 183 |
|
|
2020
Q3 | $1.14M | Buy |
5,319
+319
| +6% | +$68.2K | 0.04% | 183 |
|
|
2020
Q2 | $1M | Sell |
5,000
-150
| -3% | -$30K | 0.03% | 185 |
|
|
2020
Q1 | $630K | Sell |
5,150
-1,616
| -24% | -$198K | 0.02% | 204 |
|
|
2019
Q4 | $781K | Hold |
6,766
| – | – | 0.03% | 227 |
|
|
2019
Q3 | $666K | Hold |
6,766
| – | – | 0.02% | 235 |
|
|
2019
Q2 | $836K | Buy |
+6,766
| New | +$836K | 0.03% | 214 |
|
|
2018
Q3 | – | Sell |
-6,616
| Closed | -$333K | – | 350 |
|
|
2018
Q2 | $333K | Buy |
6,616
+1,545
| +30% | +$77.8K | 0.01% | 263 |
|
|
2018
Q1 | $202K | Buy |
+5,071
| New | +$202K | 0.01% | 320 |
|