Lyell Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,229
| Closed | -$278K | – | 196 |
|
|
2023
Q1 | $278K | Sell |
3,229
-435
| -12% | -$37.5K | 0.04% | 171 |
|
|
2022
Q4 | $250K | Sell |
3,664
-119
| -3% | -$8.13K | 0.04% | 172 |
|
|
2022
Q3 | $215K | Hold |
3,783
| – | – | 0.04% | 178 |
|
|
2022
Q2 | $342K | Sell |
3,783
-51
| -1% | -$4.61K | 0.06% | 153 |
|
|
2022
Q1 | $579K | Sell |
3,834
-90
| -2% | -$13.6K | 0.07% | 129 |
|
|
2021
Q4 | $880K | Hold |
3,924
| – | – | 0.1% | 111 |
|
|
2021
Q3 | $931K | Hold |
3,924
| – | – | 0.11% | 107 |
|
|
2021
Q2 | $960K | Buy |
3,924
+940
| +32% | +$230K | 0.12% | 107 |
|
|
2021
Q1 | $658K | Buy |
2,984
+2,013
| +207% | +$444K | 0.1% | 115 |
|
|
2020
Q4 | $247K | Hold |
971
| – | – | 0.04% | 148 |
|
|
2020
Q3 | $208K | Sell |
971
-40
| -4% | -$8.57K | 0.04% | 130 |
|
|
2020
Q2 | $202K | Buy |
+1,011
| New | +$202K | 0.04% | 120 |
|