Opes Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
3,010
-105
| -3% | -$10.5K | 0.05% | 121 |
|
|
2025
Q1 | $328K | Buy |
3,115
+55
| +2% | +$5.79K | 0.07% | 108 |
|
|
2024
Q4 | $241K | Sell |
3,060
-5
| -0.2% | -$394 | 0.05% | 124 |
|
|
2024
Q3 | $228K | Sell |
3,065
-38
| -1% | -$2.83K | 0.04% | 124 |
|
|
2024
Q2 | $290K | Buy |
3,103
+83
| +3% | +$7.77K | 0.06% | 110 |
|
|
2024
Q1 | $316K | Buy |
3,020
+5
| +0.2% | +$523 | 0.07% | 103 |
|
|
2023
Q4 | $273K | Buy |
3,015
+5
| +0.2% | +$453 | 0.07% | 107 |
|
|
2023
Q3 | $245K | Hold |
3,010
| – | – | 0.07% | 109 |
|
|
2023
Q2 | $209K | Hold |
3,010
| – | – | 0.06% | 119 |
|
|
2023
Q1 | $260K | Hold |
3,010
| – | – | 0.08% | 95 |
|
|
2022
Q4 | $206K | Buy |
+3,010
| New | +$206K | 0.07% | 98 |
|
|
2022
Q2 | – | Sell |
-2,050
| Closed | -$309K | – | 103 |
|
|
2022
Q1 | $309K | Hold |
2,050
| – | – | 0.1% | 85 |
|
|
2021
Q4 | $460K | Hold |
2,050
| – | – | 0.14% | 71 |
|
|
2021
Q3 | $487K | Hold |
2,050
| – | – | 0.17% | 63 |
|
|
2021
Q2 | $502K | Hold |
2,050
| – | – | 0.19% | 54 |
|
|
2021
Q1 | $452K | Hold |
2,050
| – | – | 0.18% | 54 |
|
|
2020
Q4 | $521K | Hold |
2,050
| – | – | 0.25% | 46 |
|
|
2020
Q3 | $438K | Hold |
2,050
| – | – | 0.21% | 46 |
|
|
2020
Q2 | $410K | Buy |
+2,050
| New | +$410K | 0.21% | 46 |
|