Riverview Trust Company’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 |
-206
| Closed | -$19.3K | – | 847 |
|
|
2024
Q2 | $19.3K | Hold |
206
| – | – | 0.02% | 450 |
|
|
2024
Q1 | $21.6K | Buy |
+206
| New | +$21.6K | 0.02% | 443 |
|
|
2023
Q4 | – | Sell |
-206
| Closed | -$16.8K | – | 471 |
|
|
2023
Q3 | $16.8K | Hold |
206
| – | – | 0.01% | 459 |
|
|
2023
Q2 | $14.3K | Buy |
+206
| New | +$14.3K | 0.01% | 561 |
|
|
2022
Q4 | – | Sell |
-533
| Closed | -$30K | – | 819 |
|
|
2022
Q3 | $30K | Buy |
+533
| New | +$30K | 0.03% | 275 |
|
|
2022
Q2 | – | Sell |
-99
| Closed | -$15K | – | 819 |
|
|
2022
Q1 | $15K | Buy |
+99
| New | +$15K | 0.01% | 618 |
|