Salem Investment Counselors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21
| Closed | -$2.21K | – | 1230 |
|
|
2025
Q1 | $2.21K | Buy |
+21
| New | +$2.21K | ﹤0.01% | 1025 |
|
|
2024
Q4 | – | Sell |
-45
| Closed | -$3.35K | – | 1256 |
|
|
2024
Q3 | $3.35K | Buy |
45
+5
| +13% | +$372 | ﹤0.01% | 967 |
|
|
2024
Q2 | $3.75K | Buy |
+40
| New | +$3.75K | ﹤0.01% | 955 |
|
|
2022
Q3 | – | Sell |
-2,324
| Closed | -$210K | – | 1098 |
|
|
2022
Q2 | $210K | Sell |
2,324
-535
| -19% | -$48.3K | 0.01% | 317 |
|
|
2022
Q1 | $432K | Sell |
2,859
-655
| -19% | -$99K | 0.02% | 268 |
|
|
2021
Q4 | $788K | Buy |
3,514
+215
| +7% | +$48.2K | 0.03% | 220 |
|
|
2021
Q3 | $783K | Buy |
3,299
+925
| +39% | +$220K | 0.04% | 194 |
|
|
2021
Q2 | $581K | Buy |
2,374
+170
| +8% | +$41.6K | 0.03% | 222 |
|
|
2021
Q1 | $486K | Buy |
2,204
+157
| +8% | +$34.6K | 0.03% | 209 |
|
|
2020
Q4 | $520K | Buy |
+2,047
| New | +$520K | 0.03% | 194 |
|