Institutional & Family Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$272 | – | 765 |
|
|
2023
Q4 | $272 | Hold |
3
| – | – | ﹤0.01% | 687 |
|
|
2023
Q3 | $245 | Hold |
3
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $208 | Hold |
3
| – | – | ﹤0.01% | 729 |
|
|
2023
Q1 | $259 | Hold |
3
| – | – | ﹤0.01% | 701 |
|
|
2022
Q4 | $205 | Hold |
3
| – | – | ﹤0.01% | 695 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 751 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 771 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 816 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 741 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 857 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 905 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 884 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$30K | – | 874 |
|
|
2020
Q2 | $30K | Buy |
+150
| New | +$30K | 0.01% | 355 |
|