Patriot Financial Group Insurance Agency’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 |
-140
| Closed | -$21K | – | 2133 |
|
|
2022
Q1 | $21K | Sell |
140
-40
| -22% | -$6K | ﹤0.01% | 1073 |
|
|
2021
Q4 | $40K | Hold |
180
| – | – | 0.01% | 960 |
|
|
2021
Q3 | $43K | Hold |
180
| – | – | 0.01% | 917 |
|
|
2021
Q2 | $44K | Sell |
180
-3,917
| -96% | -$957K | 0.01% | 885 |
|
|
2021
Q1 | $903K | Hold |
4,097
| – | – | 0.21% | 114 |
|
|
2020
Q4 | $1.04M | Hold |
4,097
| – | – | 0.26% | 89 |
|
|
2020
Q3 | $876K | Buy |
4,097
+3,917
| +2,176% | +$838K | 0.28% | 77 |
|
|
2020
Q2 | $36K | Hold |
180
| – | – | 0.01% | 586 |
|
|
2020
Q1 | $22K | Buy |
+180
| New | +$22K | 0.01% | 639 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$6K | – | 1426 |
|
|
2019
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 903 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 901 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 801 |
|
|
2018
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 786 |
|