Shepherd Financial Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,857
| Closed | -$529K | – | 171 |
|
|
2022
Q2 | $529K | Buy |
5,857
+68
| +1% | +$6.14K | 0.1% | 106 |
|
|
2022
Q1 | $872K | Sell |
5,789
-37
| -0.6% | -$5.57K | 0.16% | 93 |
|
|
2021
Q4 | $1.31M | Buy |
5,826
+192
| +3% | +$43K | 0.23% | 77 |
|
|
2021
Q3 | $1.34M | Buy |
5,634
+62
| +1% | +$14.7K | 0.26% | 74 |
|
|
2021
Q2 | $1.36M | Sell |
5,572
-2,611
| -32% | -$639K | 0.26% | 75 |
|
|
2021
Q1 | $1.8M | Buy |
8,183
+119
| +1% | +$26.2K | 0.4% | 54 |
|
|
2020
Q4 | $2.05M | Buy |
8,064
+128
| +2% | +$32.6K | 0.47% | 46 |
|
|
2020
Q3 | $1.7M | Buy |
7,936
+471
| +6% | +$101K | 0.4% | 52 |
|
|
2020
Q2 | $1.5M | Sell |
7,465
-1,587
| -18% | -$318K | 0.41% | 44 |
|
|
2020
Q1 | $1.11M | Buy |
9,052
+803
| +10% | +$98.2K | 0.38% | 45 |
|
|
2019
Q4 | $951K | Hold |
8,249
| – | – | 0.22% | 68 |
|
|
2019
Q3 | $810K | Hold |
8,249
| – | – | 0.2% | 70 |
|
|
2019
Q2 | $1.02M | Sell |
8,249
-2,040
| -20% | -$252K | 0.19% | 61 |
|
|
2019
Q1 | $851K | Sell |
10,289
-748
| -7% | -$61.9K | 0.16% | 67 |
|
|
2018
Q4 | $706K | Buy |
+11,037
| New | +$706K | 0.15% | 70 |
|