Lloyd Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-479
| Closed | -$72K | – | 420 |
|
|
2022
Q1 | $72K | Buy |
479
+62
| +15% | +$9.32K | 0.03% | 191 |
|
|
2021
Q4 | $93K | Buy |
417
+80
| +24% | +$17.8K | 0.04% | 138 |
|
|
2021
Q3 | $80K | Buy |
337
+141
| +72% | +$33.5K | 0.04% | 134 |
|
|
2021
Q2 | $48K | Buy |
196
+64
| +48% | +$15.7K | 0.02% | 158 |
|
|
2021
Q1 | $29K | Buy |
132
+114
| +633% | +$25K | 0.02% | 187 |
|
|
2020
Q4 | $5K | Sell |
18
-1
| -5% | -$278 | ﹤0.01% | 252 |
|
|
2020
Q3 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 247 |
|