LBMC Investment Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$224K | – | 166 |
|
|
2021
Q4 | $224K | Hold |
1,000
| – | – | 0.02% | 155 |
|
|
2021
Q3 | $237 | Hold |
1,000
| – | – | 0.02% | 147 |
|
|
2021
Q2 | $245K | Hold |
1,000
| – | – | 0.02% | 146 |
|
|
2021
Q1 | $220K | Hold |
1,000
| – | – | 0.02% | 125 |
|
|
2020
Q4 | $254K | Hold |
1,000
| – | – | 0.03% | 110 |
|
|
2020
Q3 | $214K | Hold |
1,000
| – | – | 0.03% | 109 |
|
|
2020
Q2 | $200K | Buy |
+1,000
| New | +$200K | 0.03% | 101 |
|