Kelly Financial Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-722
| Closed | -$67.6K | – | 551 |
|
|
2024
Q2 | $67.6K | Buy |
722
+96
| +15% | +$8.99K | 0.02% | 194 |
|
|
2024
Q1 | $65.5K | Sell |
626
-198
| -24% | -$20.7K | 0.03% | 188 |
|
|
2023
Q4 | $74.6K | Buy |
824
+52
| +7% | +$4.71K | 0.03% | 166 |
|
|
2023
Q3 | $62.9K | Sell |
772
-90
| -10% | -$7.34K | 0.03% | 164 |
|
|
2023
Q2 | $59.8K | Buy |
862
+255
| +42% | +$17.7K | 0.03% | 169 |
|
|
2023
Q1 | $52.3K | Sell |
607
-49
| -7% | -$4.23K | 0.03% | 180 |
|
|
2022
Q4 | $44.8K | Buy |
656
+161
| +33% | +$11K | 0.02% | 186 |
|
|
2022
Q3 | $28.2K | Buy |
495
+146
| +42% | +$8.3K | 0.02% | 216 |
|
|
2022
Q2 | $31.6K | Buy |
349
+154
| +79% | +$13.9K | 0.02% | 211 |
|
|
2022
Q1 | $29.4K | Sell |
195
-19
| -9% | -$2.87K | 0.01% | 237 |
|
|
2021
Q4 | $48K | Buy |
214
+94
| +78% | +$21.1K | 0.02% | 178 |
|
|
2021
Q3 | $28.5K | Sell |
120
-23,369
| -99% | -$5.55M | 0.02% | 218 |
|
|
2021
Q2 | $96K | Buy |
23,489
+23,474
| +156,493% | +$95.9K | ﹤0.01% | 394 |
|
|
2021
Q1 | $3.31K | Hold |
15
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $3.81K | Buy |
+15
| New | +$3.81K | ﹤0.01% | 407 |
|