Sand Hill Global Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,350
| Closed | -$303K | – | 160 |
|
|
2021
Q4 | $303K | Hold |
1,350
| – | – | 0.02% | 131 |
|
|
2021
Q3 | $320K | Sell |
1,350
-45
| -3% | -$10.7K | 0.02% | 124 |
|
|
2021
Q2 | $341K | Sell |
1,395
-28
| -2% | -$6.84K | 0.02% | 117 |
|
|
2021
Q1 | $314K | Sell |
1,423
-157
| -10% | -$34.6K | 0.02% | 110 |
|
|
2020
Q4 | $402K | Hold |
1,580
| – | – | 0.03% | 105 |
|
|
2020
Q3 | $338K | Buy |
1,580
+5
| +0.3% | +$1.07K | 0.03% | 104 |
|
|
2020
Q2 | $315K | Sell |
1,575
-270
| -15% | -$54K | 0.03% | 104 |
|
|
2020
Q1 | $226K | Buy |
1,845
+45
| +3% | +$5.51K | 0.02% | 111 |
|
|
2019
Q4 | $208K | Buy |
+1,800
| New | +$208K | 0.02% | 133 |
|
|
2019
Q3 | – | Sell |
-1,800
| Closed | -$222K | – | 133 |
|
|
2019
Q2 | $222K | Buy |
+1,800
| New | +$222K | 0.02% | 100 |
|