Snowden Capital Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,072
| Closed | -$218K | – | 1250 |
|
|
2025
Q1 | $218K | Buy |
+2,072
| New | +$218K | 0.01% | 1126 |
|
|
2022
Q2 | – | Sell |
-1,904
| Closed | -$287K | – | 1162 |
|
|
2022
Q1 | $287K | Buy |
1,904
+433
| +29% | +$65.3K | 0.01% | 844 |
|
|
2021
Q4 | $329K | Buy |
1,471
+125
| +9% | +$28K | 0.02% | 550 |
|
|
2021
Q3 | $319K | Buy |
1,346
+376
| +39% | +$89.2K | 0.02% | 668 |
|
|
2021
Q2 | $237K | Sell |
970
-30
| -3% | -$7.34K | 0.01% | 790 |
|
|
2021
Q1 | $220K | Buy |
1,000
+100
| +11% | +$22K | 0.01% | 732 |
|
|
2020
Q4 | $229K | Buy |
+900
| New | +$229K | 0.02% | 599 |
|