Nisa Investment 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 | $3.09M | Buy |
30,927
+7,592
| +33% | +$759K | 0.01% | 520 |
|
|
2025
Q1 | $2.46M | Sell |
23,335
-2,500
| -10% | -$263K | 0.01% | 579 |
|
|
2024
Q4 | $2.04M | Sell |
25,835
-45
| -0.2% | -$3.55K | 0.01% | 674 |
|
|
2024
Q3 | $1.92M | Sell |
25,880
-600
| -2% | -$44.6K | 0.01% | 690 |
|
|
2024
Q2 | $2.48M | Buy |
26,480
+25
| +0.1% | +$2.34K | 0.02% | 625 |
|
|
2024
Q1 | $2.77M | Buy |
26,455
+75
| +0.3% | +$7.85K | 0.02% | 600 |
|
|
2023
Q4 | $2.39M | Hold |
26,380
| – | – | 0.02% | 612 |
|
|
2023
Q3 | $2.15M | Hold |
26,380
| – | – | 0.02% | 646 |
|
|
2023
Q2 | $1.83M | Sell |
26,380
-3,585
| -12% | -$249K | 0.01% | 701 |
|
|
2023
Q1 | $2.58M | Buy |
29,965
+485
| +2% | +$41.8K | 0.02% | 597 |
|
|
2022
Q4 | $2.01M | Buy |
29,480
+15,870
| +117% | +$1.08M | 0.02% | 736 |
|
|
2022
Q3 | $766K | Buy |
13,610
+410
| +3% | +$23.1K | 0.01% | 897 |
|
|
2022
Q2 | $1.19M | Buy |
13,200
+11,680
| +768% | +$1.06M | 0.01% | 774 |
|
|
2022
Q1 | $229K | Sell |
1,520
-13,230
| -90% | -$1.99M | ﹤0.01% | 1328 |
|
|
2021
Q4 | $2.92M | Buy |
14,750
+13,400
| +993% | +$2.65M | 0.02% | 536 |
|
|
2021
Q3 | $320 | Sell |
1,350
-13,400
| -91% | -$3.18K | ﹤0.01% | 1254 |
|
|
2021
Q2 | $3.61K | Buy |
14,750
+12,800
| +656% | +$3.13K | 0.02% | 548 |
|
|
2021
Q1 | $430 | Hold |
1,950
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q4 | $496K | Hold |
1,950
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | $417K | Hold |
1,950
| – | – | ﹤0.01% | 1099 |
|
|
2020
Q2 | $390K | Sell |
1,950
-1,050
| -35% | -$210K | ﹤0.01% | 1108 |
|
|
2020
Q1 | $367K | Buy |
3,000
+2,050
| +216% | +$251K | ﹤0.01% | 1026 |
|
|
2019
Q4 | $110K | Buy |
950
+500
| +111% | +$57.9K | ﹤0.01% | 1425 |
|
|
2019
Q3 | $44K | Hold |
450
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q2 | $56K | Buy |
+450
| New | +$56K | ﹤0.01% | 1499 |
|
|
2018
Q4 | – | Sell |
-30,451
| Closed | -$2.14M | – | 1978 |
|
|
2018
Q3 | $2.14M | Buy |
+30,451
| New | +$2.14M | 0.02% | 634 |
|