Laurel Wealth Advisors (California)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $204K | Buy |
+2,985
| New | +$204K | 0.02% | 634 |
|
|
2022
Q3 | – | Sell |
-2,985
| Closed | -$270K | – | 655 |
|
|
2022
Q2 | $270K | Sell |
2,985
-1,406
| -32% | -$127K | 0.03% | 526 |
|
|
2022
Q1 | $663K | Sell |
4,391
-185
| -4% | -$27.9K | 0.05% | 339 |
|
|
2021
Q4 | $1.03M | Buy |
4,576
+185
| +4% | +$41.5K | 0.08% | 250 |
|
|
2021
Q3 | $1.04M | Sell |
4,391
-91
| -2% | -$21.6K | 0.19% | 127 |
|
|
2021
Q2 | $1.1M | Sell |
4,482
-94
| -2% | -$23K | 0.14% | 163 |
|
|
2021
Q1 | $1.01M | Buy |
4,576
+101
| +2% | +$22.3K | 0.15% | 160 |
|
|
2020
Q4 | $1.14M | Hold |
4,475
| – | – | 0.17% | 140 |
|
|
2020
Q3 | $957K | Sell |
4,475
-12
| -0.3% | -$2.57K | 0.16% | 139 |
|
|
2020
Q2 | $898K | Sell |
4,487
-23
| -0.5% | -$4.6K | 0.16% | 140 |
|
|
2020
Q1 | $551K | Sell |
4,510
-100
| -2% | -$12.2K | 0.13% | 179 |
|
|
2019
Q4 | $532K | Buy |
4,610
+337
| +8% | +$38.9K | 0.09% | 227 |
|
|
2019
Q3 | $420K | Buy |
4,273
+98
| +2% | +$9.63K | 0.07% | 285 |
|
|
2019
Q2 | $516K | Sell |
4,175
-825
| -17% | -$102K | 0.11% | 197 |
|
|
2019
Q1 | $414K | Buy |
+5,000
| New | +$414K | 0.1% | 220 |
|
|
2018
Q4 | – | Sell |
-3,600
| Closed | -$253K | – | 382 |
|
|
2018
Q3 | $253K | Buy |
+3,600
| New | +$253K | 0.06% | 315 |
|