NewEdge Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
4,347
-1,183
| -21% | -$118K | ﹤0.01% | 1778 |
|
|
2025
Q1 | $582K | Buy |
5,530
+4,950
| +853% | +$521K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $45.7K | Sell |
580
-3,364
| -85% | -$265K | ﹤0.01% | 2549 |
|
|
2024
Q3 | $293K | Hold |
3,944
| – | – | ﹤0.01% | 1814 |
|
|
2024
Q2 | $369K | Sell |
3,944
-140
| -3% | -$13.1K | ﹤0.01% | 1599 |
|
|
2024
Q1 | $427K | Sell |
4,084
-150
| -4% | -$15.7K | ﹤0.01% | 1438 |
|
|
2023
Q4 | $383K | Buy |
4,234
+574
| +16% | +$52K | ﹤0.01% | 1430 |
|
|
2023
Q3 | $298K | Sell |
3,660
-74
| -2% | -$6.03K | ﹤0.01% | 1431 |
|
|
2023
Q2 | $259K | Sell |
3,734
-10,759
| -74% | -$746K | ﹤0.01% | 1520 |
|
|
2023
Q1 | $1.2M | Buy |
14,493
+10,317
| +247% | +$854K | 0.02% | 721 |
|
|
2022
Q4 | $270K | Sell |
4,176
-849
| -17% | -$55K | 0.01% | 1054 |
|
|
2022
Q3 | $286K | Sell |
5,025
-241
| -5% | -$13.7K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $476K | Buy |
+5,266
| New | +$476K | 0.01% | 1007 |
|
|
2022
Q1 | – | Sell |
-7,902
| Closed | -$1.77M | – | 1473 |
|
|
2021
Q4 | $1.77M | Buy |
7,902
+4,830
| +157% | +$1.08M | 0.03% | 491 |
|
|
2021
Q3 | $729K | Sell |
3,072
-42
| -1% | -$9.97K | 0.02% | 634 |
|
|
2021
Q2 | $762K | Sell |
3,114
-114
| -4% | -$27.9K | 0.02% | 600 |
|
|
2021
Q1 | $712K | Sell |
3,228
-1,635
| -34% | -$361K | 0.02% | 557 |
|
|
2020
Q4 | $1.24M | Buy |
4,863
+1,507
| +45% | +$383K | 0.04% | 366 |
|
|
2020
Q3 | $718K | Sell |
3,356
-1,527
| -31% | -$327K | 0.03% | 468 |
|
|
2020
Q2 | $977K | Buy |
4,883
+2,191
| +81% | +$438K | 0.04% | 365 |
|
|
2020
Q1 | $329K | Buy |
2,692
+65
| +2% | +$7.94K | 0.02% | 576 |
|
|
2019
Q4 | $303K | Hold |
2,627
| – | – | 0.01% | 656 |
|
|
2019
Q3 | $259K | Buy |
2,627
+418
| +19% | +$41.2K | 0.01% | 677 |
|
|
2019
Q2 | $273K | Buy |
+2,209
| New | +$273K | 0.02% | 545 |
|