Kovack Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,829
| Closed | -$231K | – | 600 |
|
|
2023
Q3 | $231K | Sell |
2,829
-69
| -2% | -$5.23K | 0.03% | 452 |
|
|
2023
Q2 | $201K | Buy |
2,898
+59
| +2% | +$4.48K | 0.03% | 521 |
|
|
2023
Q1 | $245K | Sell |
2,839
-122
| -4% | -$9.29K | 0.03% | 463 |
|
|
2022
Q4 | $202K | Sell |
2,961
-1,617
| -35% | -$92.3K | 0.03% | 518 |
|
|
2022
Q3 | $260K | Sell |
4,578
-739
| -14% | -$63.6K | 0.04% | 445 |
|
|
2022
Q2 | $481K | Sell |
5,317
-254
| -5% | -$27.4K | 0.06% | 325 |
|
|
2022
Q1 | $840K | Sell |
5,571
-3,094
| -36% | -$555K | 0.09% | 255 |
|
|
2021
Q4 | $1.94M | Sell |
8,665
-1,224
| -12% | -$292K | 0.19% | 125 |
|
|
2021
Q3 | $2.35M | Buy |
9,889
+1,340
| +16% | +$333K | 0.26% | 100 |
|
|
2021
Q2 | $2.09M | Buy |
8,549
+221
| +3% | +$53.3K | 0.24% | 109 |
|
|
2021
Q1 | $1.84M | Sell |
8,328
-210
| -2% | -$52.8K | 0.24% | 111 |
|
|
2020
Q4 | $2.17M | Buy |
8,538
+1,754
| +26% | +$417K | 0.31% | 86 |
|
|
2020
Q3 | $1.45M | Sell |
6,784
-475
| -7% | -$99K | 0.26% | 97 |
|
|
2020
Q2 | $1.45M | Buy |
7,259
+427
| +6% | +$72.5K | 0.28% | 88 |
|
|
2020
Q1 | $835K | Sell |
6,832
-443
| -6% | -$55.6K | 0.19% | 126 |
|
|
2019
Q4 | $839K | Sell |
7,275
-620
| -8% | -$71.4K | 0.15% | 164 |
|
|
2019
Q3 | $777K | Buy |
7,895
+775
| +11% | +$96.8K | 0.16% | 158 |
|
|
2019
Q2 | $879K | Buy |
7,120
+408
| +6% | +$44.3K | 0.2% | 125 |
|
|
2019
Q1 | $555K | Buy |
6,712
+1,605
| +31% | +$127K | 0.14% | 177 |
|
|
2018
Q4 | $326K | Buy |
5,107
+126
| +3% | +$7.47K | 0.1% | 239 |
|
|
2018
Q3 | $350K | Sell |
4,981
-5,895
| -54% | -$351K | 0.09% | 265 |
|
|
2018
Q2 | $548K | Buy |
10,876
+4,793
| +79% | +$228K | 0.15% | 160 |
|
|
2018
Q1 | $242K | Buy |
+6,083
| New | +$203K | 0.06% | 366 |
|
Other funds holding OKTA
CIP
