SkyOak Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
+3,150
| New | +$315K | 0.06% | 169 |
|
|
2022
Q1 | – | Sell |
-1,015
| Closed | -$228K | – | 264 |
|
|
2021
Q4 | $228K | Sell |
1,015
-1,000
| -50% | -$225K | 0.06% | 208 |
|
|
2021
Q3 | $478K | Hold |
2,015
| – | – | 0.13% | 135 |
|
|
2021
Q2 | $493K | Hold |
2,015
| – | – | 0.13% | 132 |
|
|
2021
Q1 | $568K | Sell |
2,015
-30
| -1% | -$8.46K | 0.16% | 121 |
|
|
2020
Q4 | $520K | Sell |
2,045
-1,500
| -42% | -$381K | 0.16% | 126 |
|
|
2020
Q3 | $758K | Sell |
3,545
-1,497
| -30% | -$320K | 0.27% | 89 |
|
|
2020
Q2 | $1.01M | Buy |
5,042
+2,631
| +109% | +$527K | 0.37% | 67 |
|
|
2020
Q1 | $295K | Sell |
2,411
-3,119
| -56% | -$382K | 0.15% | 160 |
|
|
2019
Q4 | $638K | Buy |
+5,530
| New | +$638K | 0.2% | 116 |
|