NBC Securities’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Sell |
439
-466
| -51% | -$45.6K | ﹤0.01% | 1384 |
|
|
2025
Q1 | $95K | Buy |
+905
| New | +$95K | 0.01% | 993 |
|
|
2024
Q4 | – | Sell |
-2,885
| Closed | -$214K | – | 1814 |
|
|
2024
Q3 | $214K | Buy |
2,885
+2,690
| +1,379% | +$200K | 0.02% | 768 |
|
|
2024
Q2 | $18K | Hold |
195
| – | – | ﹤0.01% | 1491 |
|
|
2024
Q1 | $21K | Sell |
195
-212
| -52% | -$22.8K | ﹤0.01% | 1452 |
|
|
2023
Q4 | $36K | Buy |
407
+65
| +19% | +$5.75K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $27K | Buy |
+342
| New | +$27K | ﹤0.01% | 1330 |
|