Raymond James Trust’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 |
-2,307
| Closed | -$349K | – | 1149 |
|
|
2022
Q1 | $349K | Buy |
2,307
+581
| +34% | +$87.9K | 0.01% | 797 |
|
|
2021
Q4 | $387K | Sell |
1,726
-62
| -3% | -$13.9K | 0.01% | 763 |
|
|
2021
Q3 | $424K | Buy |
1,788
+209
| +13% | +$49.6K | 0.01% | 684 |
|
|
2021
Q2 | $386K | Sell |
1,579
-225
| -12% | -$55K | 0.01% | 735 |
|
|
2021
Q1 | $398K | Buy |
1,804
+104
| +6% | +$22.9K | 0.01% | 682 |
|
|
2020
Q4 | $432K | Buy |
1,700
+16
| +1% | +$4.07K | 0.02% | 608 |
|
|
2020
Q3 | $360K | Hold |
1,684
| – | – | 0.02% | 616 |
|
|
2020
Q2 | $337K | Buy |
+1,684
| New | +$337K | 0.02% | 609 |
|