Janney Montgomery Scott’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
14,107
-914
| -6% | -$91.4K | ﹤0.01% | 1383 |
|
|
2025
Q1 | $1.58M | Buy |
15,021
+8,166
| +119% | +$859K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $540K | Sell |
6,855
-31
| -0.5% | -$2.44K | ﹤0.01% | 1939 |
|
|
2024
Q3 | $512K | Sell |
6,886
-140
| -2% | -$10.4K | ﹤0.01% | 1950 |
|
|
2024
Q2 | $658K | Buy |
7,026
+13
| +0.2% | +$1.22K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $734K | Sell |
7,013
-161
| -2% | -$16.9K | ﹤0.01% | 1707 |
|
|
2023
Q4 | $649K | Sell |
7,174
-97
| -1% | -$8.78K | ﹤0.01% | 1710 |
|
|
2023
Q3 | $593K | Sell |
7,271
-24
| -0.3% | -$1.96K | ﹤0.01% | 1653 |
|
|
2023
Q2 | $506K | Buy |
+7,295
| New | +$506K | ﹤0.01% | 1853 |
|
|
2022
Q2 | – | Sell |
-1,561
| Closed | -$236K | – | 2404 |
|
|
2022
Q1 | $236K | Sell |
1,561
-346
| -18% | -$52.3K | ﹤0.01% | 2003 |
|
|
2021
Q4 | $427K | Buy |
1,907
+75
| +4% | +$16.8K | ﹤0.01% | 1817 |
|
|
2021
Q3 | $435K | Buy |
1,832
+333
| +22% | +$79.1K | ﹤0.01% | 1740 |
|
|
2021
Q2 | $367K | Buy |
1,499
+237
| +19% | +$58K | ﹤0.01% | 1814 |
|
|
2021
Q1 | $278K | Sell |
1,262
-2,028
| -62% | -$447K | ﹤0.01% | 1891 |
|
|
2020
Q4 | $837K | Sell |
3,290
-175
| -5% | -$44.5K | ﹤0.01% | 1270 |
|
|
2020
Q3 | $741K | Buy |
3,465
+271
| +8% | +$58K | ﹤0.01% | 1230 |
|
|
2020
Q2 | $640K | Buy |
3,194
+31
| +1% | +$6.21K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $387K | Sell |
3,163
-2,383
| -43% | -$292K | ﹤0.01% | 1359 |
|
|
2019
Q4 | $640K | Buy |
5,546
+654
| +13% | +$75.5K | ﹤0.01% | 1296 |
|
|
2019
Q3 | $482K | Sell |
4,892
-4,568
| -48% | -$450K | ﹤0.01% | 1415 |
|
|
2019
Q2 | $1.17M | Buy |
9,460
+1,908
| +25% | +$236K | 0.01% | 970 |
|
|
2019
Q1 | $625K | Buy |
7,552
+666
| +10% | +$55.1K | 0.01% | 1264 |
|
|
2018
Q4 | $439K | Sell |
6,886
-5,003
| -42% | -$319K | ﹤0.01% | 1372 |
|
|
2018
Q3 | $837K | Buy |
11,889
+2,933
| +33% | +$206K | 0.01% | 1137 |
|
|
2018
Q2 | $451K | Buy |
+8,956
| New | +$451K | ﹤0.01% | 1451 |
|