Prime Capital Investment Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
+3,083
| New | +$308K | ﹤0.01% | 756 |
|
|
2021
Q2 | – | Sell |
-340
| Closed | -$75K | – | 492 |
|
|
2021
Q1 | $75K | Buy |
340
+219
| +181% | +$48.3K | 0.01% | 303 |
|
|
2020
Q4 | $31K | Buy |
121
+74
| +157% | +$19K | ﹤0.01% | 359 |
|
|
2020
Q3 | $10K | Hold |
47
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $9K | Sell |
47
-107
| -69% | -$20.5K | ﹤0.01% | 421 |
|
|
2020
Q1 | $19K | Buy |
154
+114
| +285% | +$14.1K | ﹤0.01% | 362 |
|
|
2019
Q4 | $5K | Sell |
40
-100
| -71% | -$12.5K | ﹤0.01% | 532 |
|
|
2019
Q3 | $14K | Buy |
+140
| New | +$14K | ﹤0.01% | 470 |
|