Loomis, Sayles & Company’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 |
-139
| Closed | -$13K | – | 891 |
|
2023
Q4 | $13K | Buy |
139
+25
| +22% | +$2.34K | ﹤0.01% | 737 |
|
2023
Q3 | $9K | Sell |
114
-4,137
| -97% | -$327K | ﹤0.01% | 812 |
|
2023
Q2 | $295K | Buy |
+4,251
| New | +$295K | ﹤0.01% | 506 |
|
2022
Q3 | – | Sell |
-32
| Closed | -$3K | – | 1016 |
|
2022
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 777 |
|
2022
Q1 | $5K | Sell |
32
-30
| -48% | -$4.69K | ﹤0.01% | 795 |
|
2021
Q4 | $14K | Sell |
62
-8
| -11% | -$1.81K | ﹤0.01% | 700 |
|
2021
Q3 | $17K | Sell |
70
-46
| -40% | -$11.2K | ﹤0.01% | 738 |
|
2021
Q2 | $28K | Sell |
116
-553
| -83% | -$133K | ﹤0.01% | 633 |
|
2021
Q1 | $147K | Buy |
669
+580
| +652% | +$127K | ﹤0.01% | 526 |
|
2020
Q4 | $23K | Buy |
+89
| New | +$23K | ﹤0.01% | 618 |
|