Loring Wolcott & Coolidge Fiduciary Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$4.02K | – | 589 |
|
|
2024
Q2 | $4.02K | Buy |
+40
| New | +$4.02K | ﹤0.01% | 525 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$6K | – | 668 |
|
|
2022
Q1 | $6K | Sell |
40
-38
| -49% | -$5.7K | ﹤0.01% | 577 |
|
|
2021
Q4 | $17K | Hold |
78
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $19K | Hold |
78
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $19K | Buy |
+78
| New | +$19K | ﹤0.01% | 544 |
|
|
2021
Q1 | – | Sell |
-56
| Closed | -$14K | – | 573 |
|
|
2020
Q4 | $14K | Buy |
56
+16
| +40% | +$4K | ﹤0.01% | 536 |
|
|
2020
Q3 | $9K | Hold |
40
| – | – | ﹤0.01% | 515 |
|
|
2020
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 511 |
|
|
2020
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 586 |
|
|
2019
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 610 |
|
|
2019
Q3 | $4K | Buy |
40
+23
| +135% | +$2.3K | ﹤0.01% | 615 |
|
|
2019
Q2 | $2K | Buy |
17
+5
| +42% | +$588 | ﹤0.01% | 668 |
|
|
2019
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 740 |
|