Laurel Wealth Advisors (California)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $663K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $1.14M | Hold |
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|
2020
Q3 | $957K | Sell |
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|
2020
Q2 | $898K | Sell |
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|
2020
Q1 | $551K | Sell |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $516K | Sell |
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|
2019
Q1 | $414K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $253K | Buy |
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