Independent Advisor Alliance’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
5,268
-20
| -0.4% | -$2K | 0.02% | 574 |
|
|
2025
Q1 | $556K | Sell |
5,288
-288
| -5% | -$30.3K | 0.02% | 502 |
|
|
2024
Q4 | $439K | Sell |
5,576
-310
| -5% | -$24.4K | 0.01% | 997 |
|
|
2024
Q3 | $438K | Sell |
5,886
-463
| -7% | -$34.4K | 0.02% | 485 |
|
|
2024
Q2 | $594K | Buy |
6,349
+258
| +4% | +$24.2K | 0.02% | 425 |
|
|
2024
Q1 | $637K | Buy |
6,091
+404
| +7% | +$42.3K | 0.02% | 406 |
|
|
2023
Q4 | $515K | Sell |
5,687
-8
| -0.1% | -$724 | 0.02% | 436 |
|
|
2023
Q3 | $464K | Sell |
5,695
-19,253
| -77% | -$1.57M | 0.02% | 425 |
|
|
2023
Q2 | $1.73M | Buy |
24,948
+15,842
| +174% | +$1.1M | 0.08% | 220 |
|
|
2023
Q1 | $785K | Buy |
+9,106
| New | +$785K | 0.04% | 331 |
|
|
2022
Q4 | – | Sell |
-10,026
| Closed | -$570K | – | 566 |
|
|
2022
Q3 | $570K | Sell |
10,026
-698
| -7% | -$39.7K | 0.03% | 340 |
|
|
2022
Q2 | $969K | Sell |
10,724
-1,006
| -9% | -$90.9K | 0.05% | 270 |
|
|
2022
Q1 | $1.77M | Sell |
11,730
-426
| -4% | -$64.3K | 0.09% | 202 |
|
|
2021
Q4 | $2.73M | Buy |
12,156
+608
| +5% | +$136K | 0.13% | 127 |
|
|
2021
Q3 | $2.74M | Buy |
11,548
+118
| +1% | +$28K | 0.15% | 126 |
|
|
2021
Q2 | $2.8M | Buy |
11,430
+1,264
| +12% | +$309K | 0.15% | 137 |
|
|
2021
Q1 | $2.24M | Buy |
10,166
+5,392
| +113% | +$1.19M | 0.13% | 143 |
|
|
2020
Q4 | $1.21M | Sell |
4,774
-11
| -0.2% | -$2.8K | 0.08% | 184 |
|
|
2020
Q3 | $1.02M | Buy |
4,785
+83
| +2% | +$17.7K | 0.08% | 179 |
|
|
2020
Q2 | $941K | Sell |
4,702
-856
| -15% | -$171K | 0.1% | 166 |
|
|
2020
Q1 | $679K | Buy |
5,558
+1,997
| +56% | +$244K | 0.1% | 171 |
|
|
2019
Q4 | $411K | Buy |
3,561
+382
| +12% | +$44.1K | 0.02% | 580 |
|
|
2019
Q3 | $313K | Sell |
3,179
-607
| -16% | -$59.8K | 0.04% | 329 |
|
|
2019
Q2 | $468K | Sell |
3,786
-337
| -8% | -$41.7K | 0.07% | 230 |
|
|
2019
Q1 | $341K | Buy |
4,123
+100
| +2% | +$8.27K | 0.05% | 288 |
|
|
2018
Q4 | $257K | Buy |
+4,023
| New | +$257K | 0.05% | 317 |
|