Optimum Investment Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$14K | – | 653 |
|
|
2024
Q2 | $14K | Sell |
150
-200
| -57% | -$18.7K | 0.01% | 487 |
|
|
2024
Q1 | $36.6K | Sell |
350
-100
| -22% | -$10.5K | 0.02% | 396 |
|
|
2023
Q4 | $40.7K | Hold |
450
| – | – | 0.02% | 374 |
|
|
2023
Q3 | $36.7K | Hold |
450
| – | – | 0.02% | 403 |
|
|
2023
Q2 | $31.2K | Sell |
450
-250
| -36% | -$17.3K | 0.02% | 424 |
|
|
2023
Q1 | $60.4K | Hold |
700
| – | – | 0.03% | 347 |
|
|
2022
Q4 | $47.8K | Hold |
700
| – | – | 0.03% | 383 |
|
|
2022
Q3 | $40K | Sell |
700
-100
| -13% | -$5.71K | 0.02% | 412 |
|
|
2022
Q2 | $72K | Hold |
800
| – | – | 0.04% | 338 |
|
|
2022
Q1 | $121K | Hold |
800
| – | – | 0.05% | 294 |
|
|
2021
Q4 | $179K | Hold |
800
| – | – | 0.07% | 251 |
|
|
2021
Q3 | $190K | Sell |
800
-375
| -32% | -$89.1K | 0.08% | 225 |
|
|
2021
Q2 | $287K | Buy |
1,175
+150
| +15% | +$36.6K | 0.09% | 204 |
|
|
2021
Q1 | $226K | Hold |
1,025
| – | – | 0.07% | 244 |
|
|
2020
Q4 | $261K | Hold |
1,025
| – | – | 0.08% | 215 |
|
|
2020
Q3 | $219K | Hold |
1,025
| – | – | 0.07% | 222 |
|
|
2020
Q2 | $205K | Sell |
1,025
-300
| -23% | -$60K | 0.07% | 233 |
|
|
2020
Q1 | $162K | Buy |
1,325
+725
| +121% | +$88.6K | 0.07% | 245 |
|
|
2019
Q4 | $69K | Hold |
600
| – | – | 0.02% | 462 |
|
|
2019
Q3 | $59K | Hold |
600
| – | – | 0.02% | 483 |
|
|
2019
Q2 | $74K | Hold |
600
| – | – | 0.02% | 433 |
|
|
2019
Q1 | $50K | Buy |
+600
| New | +$50K | 0.02% | 504 |
|