Laurel Wealth Advisors (North Carolina)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
+15,996
| New | +$160K | ﹤0.01% | 457 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$7K | – | 715 |
|
|
2021
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 500 |
|
|
2021
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $8K | Hold |
30
| – | – | ﹤0.01% | 430 |
|
|
2020
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 416 |
|
|
2020
Q2 | $6K | Sell |
30
-10
| -25% | -$2K | ﹤0.01% | 403 |
|
|
2020
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 414 |
|
|
2019
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 443 |
|
|
2019
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 445 |
|