Lee Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$725 | – | 609 |
|
|
2023
Q4 | $725 | Sell |
8
-16
| -67% | -$1.45K | ﹤0.01% | 809 |
|
|
2023
Q3 | $1.96K | Hold |
24
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $1.67K | Hold |
24
| – | – | ﹤0.01% | 690 |
|
|
2023
Q1 | $2.07K | Buy |
+24
| New | +$2.07K | ﹤0.01% | 669 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 957 |
|
|
2022
Q2 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 806 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 729 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 765 |
|
|
2021
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 637 |
|
|
2021
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 600 |
|
|
2020
Q4 | – | Sell |
-240
| Closed | -$51K | – | 524 |
|
|
2020
Q3 | $51K | Buy |
+240
| New | +$51K | 0.01% | 230 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$59K | – | 513 |
|
|
2019
Q3 | $59K | Buy |
+600
| New | +$59K | 0.01% | 178 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$38K | – | 537 |
|
|
2018
Q4 | $38K | Buy |
+600
| New | +$38K | 0.01% | 198 |
|