Sigma Planning Corp’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,177
| Closed | -$340K | – | 1064 |
|
|
2023
Q3 | $340K | Buy |
4,177
+710
| +20% | +$57.9K | 0.01% | 870 |
|
|
2023
Q2 | $240K | Buy |
+3,467
| New | +$240K | 0.01% | 1022 |
|
|
2022
Q2 | – | Sell |
-1,434
| Closed | -$216K | – | 1370 |
|
|
2022
Q1 | $216K | Sell |
1,434
-3,061
| -68% | -$461K | 0.01% | 1200 |
|
|
2021
Q4 | $1.01M | Buy |
4,495
+17
| +0.4% | +$3.81K | 0.03% | 538 |
|
|
2021
Q3 | $1.06M | Sell |
4,478
-878
| -16% | -$208K | 0.03% | 511 |
|
|
2021
Q2 | $1.31M | Buy |
5,356
+911
| +20% | +$223K | 0.04% | 457 |
|
|
2021
Q1 | $980K | Sell |
4,445
-73
| -2% | -$16.1K | 0.03% | 502 |
|
|
2020
Q4 | $1.15M | Sell |
4,518
-626
| -12% | -$159K | 0.04% | 401 |
|
|
2020
Q3 | $1.1M | Buy |
5,144
+221
| +4% | +$47.3K | 0.04% | 370 |
|
|
2020
Q2 | $986K | Sell |
4,923
-1,918
| -28% | -$384K | 0.04% | 395 |
|
|
2020
Q1 | $836K | Sell |
6,841
-2,049
| -23% | -$250K | 0.05% | 356 |
|
|
2019
Q4 | $1.03M | Sell |
8,890
-2,836
| -24% | -$327K | 0.04% | 397 |
|
|
2019
Q3 | $1.16M | Sell |
11,726
-555
| -5% | -$54.7K | 0.06% | 339 |
|
|
2019
Q2 | $1.52M | Buy |
12,281
+830
| +7% | +$103K | 0.08% | 267 |
|
|
2019
Q1 | $947K | Buy |
11,451
+5,868
| +105% | +$485K | 0.05% | 329 |
|
|
2018
Q4 | $356K | Buy |
5,583
+2,442
| +78% | +$156K | 0.03% | 534 |
|
|
2018
Q3 | $221K | Buy |
+3,141
| New | +$221K | 0.01% | 819 |
|