Sonen Capital’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $272K | Hold |
3,000
| – | – | 0.52% | 58 |
|
|
2023
Q3 | $245K | Hold |
3,000
| – | – | 0.48% | 69 |
|
|
2023
Q2 | $208K | Hold |
3,000
| – | – | 0.35% | 78 |
|
|
2023
Q1 | $259K | Hold |
3,000
| – | – | 0.44% | 75 |
|
|
2022
Q4 | $205K | Buy |
+3,000
| New | +$205K | 0.34% | 92 |
|
|
2022
Q3 | – | Sell |
-2,933
| Closed | -$265K | – | 105 |
|
|
2022
Q2 | $265K | Buy |
+2,933
| New | +$265K | 0.38% | 87 |
|
|
2022
Q1 | – | Sell |
-3,299
| Closed | -$740K | – | 105 |
|
|
2021
Q4 | $740K | Buy |
+3,299
| New | +$740K | 0.72% | 46 |
|