IFP 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 | $156K | Buy |
1,562
+697
| +81% | +$69.7K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $91K | Buy |
865
+45
| +5% | +$4.74K | ﹤0.01% | 1579 |
|
|
2024
Q4 | $64.6K | Buy |
820
+35
| +4% | +$2.76K | ﹤0.01% | 1696 |
|
|
2024
Q3 | $58.4K | Buy |
785
+235
| +43% | +$17.5K | ﹤0.01% | 1659 |
|
|
2024
Q2 | $51.5K | Buy |
550
+96
| +21% | +$8.99K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $47.5K | Sell |
454
-467
| -51% | -$48.9K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $83.4K | Buy |
921
+109
| +13% | +$9.87K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $66.2K | Sell |
812
-18
| -2% | -$1.47K | ﹤0.01% | 1441 |
|
|
2023
Q2 | $57.6K | Buy |
830
+391
| +89% | +$27.1K | ﹤0.01% | 1548 |
|
|
2023
Q1 | $25.2K | Sell |
439
-1,305
| -75% | -$74.8K | ﹤0.01% | 1918 |
|
|
2022
Q4 | $132K | Sell |
1,744
-1,432
| -45% | -$108K | ﹤0.01% | 1590 |
|
|
2022
Q3 | $222K | Buy |
3,176
+1,268
| +66% | +$88.6K | 0.01% | 1350 |
|
|
2022
Q2 | $141K | Hold |
1,908
| – | – | ﹤0.01% | 1485 |
|
|
2022
Q1 | $141K | Sell |
1,908
-1,357
| -42% | -$100K | ﹤0.01% | 1485 |
|
|
2021
Q4 | $733K | Buy |
3,265
+15
| +0.5% | +$3.37K | 0.01% | 472 |
|
|
2021
Q3 | $770K | Buy |
3,250
+1,370
| +73% | +$325K | 0.02% | 448 |
|
|
2021
Q2 | $457K | Buy |
1,880
+1,118
| +147% | +$272K | 0.01% | 574 |
|
|
2021
Q1 | $169K | Sell |
762
-676
| -47% | -$150K | ﹤0.01% | 924 |
|
|
2020
Q4 | $369K | Buy |
1,438
+161
| +13% | +$41.3K | 0.02% | 592 |
|
|
2020
Q3 | $273K | Buy |
1,277
+31
| +2% | +$6.63K | 0.02% | 596 |
|
|
2020
Q2 | $250K | Buy |
1,246
+52
| +4% | +$10.4K | 0.02% | 586 |
|
|
2020
Q1 | $147K | Buy |
1,194
+92
| +8% | +$11.3K | 0.01% | 683 |
|
|
2019
Q4 | $133K | Buy |
1,102
+16
| +1% | +$1.93K | 0.01% | 805 |
|
|
2019
Q3 | $107K | Buy |
+1,086
| New | +$107K | 0.01% | 1028 |
|
|
2019
Q1 | $1K | Sell |
14
-2,429
| -99% | -$174K | ﹤0.01% | 2236 |
|
|
2018
Q4 | $151K | Sell |
2,443
-756
| -24% | -$46.7K | 0.01% | 982 |
|
|
2018
Q3 | $225K | Buy |
3,199
+749
| +31% | +$52.7K | 0.01% | 1012 |
|
|
2018
Q2 | $123K | Buy |
+2,450
| New | +$123K | 0.01% | 1357 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$1K | – | 4085 |
|
|
2016
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2236 |
|