San Francisco Sentry Investment Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $42K | Buy |
175
+35
| +25% | +$8.4K | 0.02% | 388 |
|
|
2021
Q1 | $30K | Buy |
+140
| New | +$30K | 0.01% | 448 |
|
|
2020
Q2 | – | Sell |
-23
| Closed | -$3K | – | 805 |
|
|
2020
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 624 |
|
|
2019
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 700 |
|
|
2019
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 746 |
|
|
2019
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 692 |
|
|
2019
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 785 |
|
|
2018
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 879 |
|