Rise 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 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1283 |
|
|
2024
Q4 | – | Sell |
-68
| Closed | -$5.06K | – | 1186 |
|
|
2024
Q3 | $5.06K | Hold |
68
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q2 | $6.37K | Sell |
68
-6
| -8% | -$562 | ﹤0.01% | 1064 |
|
|
2024
Q1 | $7.74K | Hold |
74
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q4 | $6.7K | Sell |
74
-30
| -29% | -$2.72K | ﹤0.01% | 358 |
|
|
2023
Q3 | $8.48K | Sell |
104
-50
| -32% | -$4.08K | 0.01% | 326 |
|
|
2023
Q2 | $10.7K | Hold |
154
| – | – | 0.01% | 332 |
|
|
2023
Q1 | $13.3K | Hold |
154
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $10.5K | Hold |
154
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $9K | Buy |
154
+20
| +15% | +$1.17K | 0.01% | 356 |
|
|
2022
Q2 | $12K | Buy |
134
+30
| +29% | +$2.69K | 0.01% | 315 |
|
|
2022
Q1 | $16K | Hold |
104
| – | – | 0.01% | 270 |
|
|
2021
Q4 | $23.3K | Buy |
+104
| New | +$23.3K | 0.02% | 228 |
|