Plante Moran Financial 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 |
-12
| Closed | -$1.12K | – | 914 |
|
|
2024
Q2 | $1.12K | Hold |
12
| – | – | ﹤0.01% | 722 |
|
|
2024
Q1 | $1.26K | Sell |
12
-30
| -71% | -$3.14K | ﹤0.01% | 780 |
|
|
2023
Q4 | $3.8K | Buy |
+42
| New | +$3.8K | ﹤0.01% | 669 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$1.04K | – | 852 |
|
|
2023
Q2 | $1.04K | Buy |
+15
| New | +$1.04K | ﹤0.01% | 728 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$4K | – | 1061 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 821 |
|
|
2020
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 701 |
|
|
2020
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 722 |
|
|
2020
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 618 |
|
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 654 |
|
|
2019
Q4 | $2K | Sell |
20
-995
| -98% | -$99.5K | ﹤0.01% | 697 |
|
|
2019
Q3 | $100K | Buy |
1,015
+1,000
| +6,667% | +$98.5K | 0.03% | 241 |
|
|
2019
Q2 | $2K | Buy |
15
+5
| +50% | +$667 | ﹤0.01% | 732 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 748 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 819 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 731 |
|
|
2018
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 773 |
|