Leavell Investment Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,975
| Closed | -$208K | – | 587 |
|
|
2025
Q1 | $208K | Buy |
+1,975
| New | +$208K | 0.01% | 535 |
|
|
2024
Q2 | – | Sell |
-1,975
| Closed | -$207K | – | 511 |
|
|
2024
Q1 | $207K | Buy |
+1,975
| New | +$207K | 0.01% | 467 |
|
|
2022
Q3 | – | Sell |
-3,975
| Closed | -$359K | – | 440 |
|
|
2022
Q2 | $359K | Sell |
3,975
-4,300
| -52% | -$388K | 0.03% | 355 |
|
|
2022
Q1 | $1.25M | Sell |
8,275
-100
| -1% | -$15.1K | 0.09% | 212 |
|
|
2021
Q4 | $1.88M | Hold |
8,375
| – | – | 0.12% | 159 |
|
|
2021
Q3 | $1.99M | Hold |
8,375
| – | – | 0.15% | 139 |
|
|
2021
Q2 | $1.85M | Hold |
8,375
| – | – | 0.15% | 145 |
|
|
2021
Q1 | $1.85M | Hold |
8,375
| – | – | 0.15% | 145 |
|
|
2020
Q4 | $2.13M | Sell |
8,375
-100
| -1% | -$25.4K | 0.18% | 128 |
|
|
2020
Q3 | $1.81M | Sell |
8,475
-100
| -1% | -$21.4K | 0.16% | 133 |
|
|
2020
Q2 | $1.72M | Hold |
8,575
| – | – | 0.17% | 125 |
|
|
2020
Q1 | $1.05M | Buy |
8,575
+400
| +5% | +$48.9K | 0.12% | 155 |
|
|
2019
Q4 | $943K | Buy |
8,175
+500
| +7% | +$57.7K | 0.09% | 191 |
|
|
2019
Q3 | $756K | Buy |
7,675
+1,250
| +19% | +$123K | 0.08% | 212 |
|
|
2019
Q2 | $794K | Buy |
6,425
+350
| +6% | +$43.3K | 0.08% | 210 |
|
|
2019
Q1 | $503K | Hold |
6,075
| – | – | 0.06% | 255 |
|
|
2018
Q4 | $388K | Buy |
6,075
+1,575
| +35% | +$101K | 0.05% | 270 |
|
|
2018
Q3 | $317K | Buy |
+4,500
| New | +$317K | 0.03% | 311 |
|