Kings Point Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $559K | Hold |
3,703
| – | – | 0.05% | 127 |
|
|
2021
Q4 | $830K | Buy |
3,703
+203
| +6% | +$45.5K | 0.07% | 115 |
|
|
2021
Q3 | $831K | Sell |
3,500
-11
| -0.3% | -$2.61K | 0.07% | 109 |
|
|
2021
Q2 | $859K | Buy |
3,511
+11
| +0.3% | +$2.69K | 0.08% | 112 |
|
|
2021
Q1 | $772K | Buy |
3,500
+3
| +0.1% | +$662 | 0.08% | 113 |
|
|
2020
Q4 | $889K | Hold |
3,497
| – | – | 0.09% | 108 |
|
|
2020
Q3 | $748K | Buy |
3,497
+900
| +35% | +$193K | 0.09% | 112 |
|
|
2020
Q2 | $520K | Hold |
2,597
| – | – | 0.08% | 117 |
|
|
2020
Q1 | $318K | Sell |
2,597
-133
| -5% | -$16.3K | 0.06% | 125 |
|
|
2019
Q4 | $315K | Buy |
2,730
+500
| +22% | +$57.7K | 0.05% | 150 |
|
|
2019
Q3 | $220K | Buy |
+2,230
| New | +$220K | 0.04% | 160 |
|