Patriot Financial Group Insurance Agency’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$21K Sell
2021
Q4
$40K Hold
2021
Q3
$43K Hold
2021
Q2
$44K Sell
2021
Q1
$903K Hold
2020
Q4
$1.04M Hold
2020
Q3
$876K Buy
2020
Q2
$36K Hold
2020
Q1
$22K Buy
2019
Q3
Sell
2019
Q2
$6K Hold
2019
Q1
$4K Hold
2018
Q4
$3K Hold
2018
Q3
$4K Buy