Raymond James Financial Services 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 | $1.72M | Sell |
23,163
-759
| -3% | -$56.4K | ﹤0.01% | 1826 |
|
|
2024
Q2 | $2.24M | Sell |
23,922
-3,340
| -12% | -$313K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $2.85M | Buy |
27,262
+3,291
| +14% | +$344K | ﹤0.01% | 1451 |
|
|
2023
Q4 | $2.17M | Buy |
23,971
+4,404
| +23% | +$399K | ﹤0.01% | 1526 |
|
|
2023
Q3 | $1.59M | Buy |
19,567
+6,350
| +48% | +$518K | ﹤0.01% | 1631 |
|
|
2023
Q2 | $917K | Buy |
13,217
+5,489
| +71% | +$381K | ﹤0.01% | 1977 |
|
|
2023
Q1 | $666K | Sell |
7,728
-4,241
| -35% | -$366K | ﹤0.01% | 2150 |
|
|
2022
Q4 | $818K | Sell |
11,969
-9,594
| -44% | -$656K | ﹤0.01% | 1970 |
|
|
2022
Q3 | $1.23M | Buy |
21,563
+13,936
| +183% | +$792K | ﹤0.01% | 1699 |
|
|
2022
Q2 | $689K | Sell |
7,627
-5,712
| -43% | -$516K | ﹤0.01% | 2068 |
|
|
2022
Q1 | $2.01M | Sell |
13,339
-11,373
| -46% | -$1.72M | ﹤0.01% | 1482 |
|
|
2021
Q4 | $5.54M | Buy |
24,712
+427
| +2% | +$95.7K | 0.01% | 965 |
|
|
2021
Q3 | $5.76M | Buy |
24,285
+1,488
| +7% | +$353K | 0.01% | 896 |
|
|
2021
Q2 | $5.58M | Buy |
22,797
+367
| +2% | +$89.8K | 0.01% | 920 |
|
|
2021
Q1 | $4.94M | Sell |
22,430
-6,933
| -24% | -$1.53M | 0.01% | 908 |
|
|
2020
Q4 | $7.47M | Sell |
29,363
-2,699
| -8% | -$686K | 0.02% | 671 |
|
|
2020
Q3 | $6.86M | Buy |
32,062
+3,308
| +12% | +$707K | 0.02% | 638 |
|
|
2020
Q2 | $5.76M | Buy |
28,754
+8,419
| +41% | +$1.69M | 0.02% | 650 |
|
|
2020
Q1 | $2.49M | Sell |
20,335
-1,075
| -5% | -$131K | 0.01% | 793 |
|
|
2019
Q4 | $2.47M | Sell |
21,410
-3,354
| -14% | -$387K | 0.01% | 1069 |
|
|
2019
Q3 | $2.44M | Buy |
24,764
+6,651
| +37% | +$655K | 0.01% | 1004 |
|
|
2019
Q2 | $2.24M | Buy |
18,113
+791
| +5% | +$97.7K | 0.01% | 1044 |
|
|
2019
Q1 | $1.43M | Buy |
17,322
+1,261
| +8% | +$104K | 0.01% | 1249 |
|
|
2018
Q4 | $1.03M | Sell |
16,061
-5,132
| -24% | -$328K | 0.01% | 1252 |
|
|
2018
Q3 | $1.49M | Sell |
21,193
-40,481
| -66% | -$2.85M | 0.01% | 1228 |
|
|
2018
Q2 | $3.11M | Buy |
61,674
+41,398
| +204% | +$2.09M | 0.02% | 805 |
|
|
2018
Q1 | $808K | Buy |
+20,276
| New | +$808K | ﹤0.01% | 1447 |
|