Jacobi Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-100
| Closed | -$25K | – | 1424 |
|
|
2020
Q4 | $25K | Hold |
100
| – | – | ﹤0.01% | 678 |
|
|
2020
Q3 | $21K | Hold |
100
| – | – | ﹤0.01% | 663 |
|
|
2020
Q2 | $20K | Hold |
100
| – | – | ﹤0.01% | 650 |
|
|
2020
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 722 |
|
|
2019
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 730 |
|