Oppenheimer Asset Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,113
Closed -$471K 1192
2022
Q1
$471K Buy
3,113
+41
+1% +$6.2K 0.01% 927
2021
Q4
$689K Sell
3,072
-18
-0.6% -$4.04K 0.01% 883
2021
Q3
$733K Buy
3,090
+502
+19% +$119K 0.01% 834
2021
Q2
$633K Buy
2,588
+1,333
+106% +$326K 0.01% 886
2021
Q1
$277K Sell
1,255
-3,265
-72% -$721K ﹤0.01% 1044
2020
Q4
$1.15M Buy
4,520
+24
+0.5% +$6.11K 0.02% 647
2020
Q3
$962K Buy
4,496
+133
+3% +$28.5K 0.02% 629
2020
Q2
$874K Buy
4,363
+850
+24% +$170K 0.02% 634
2020
Q1
$430K Buy
+3,513
New +$430K 0.01% 781
2019
Q1
Sell
-4,069
Closed -$260K 1636
2018
Q4
$260K Sell
4,069
-150
-4% -$9.59K 0.01% 939
2018
Q3
$297K Sell
4,219
-58
-1% -$4.08K 0.01% 970
2018
Q2
$215K Buy
+4,277
New +$215K 0.01% 1060