Sowell Financial Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,284
| Closed | -$369K | – | 746 |
|
|
2023
Q1 | $369K | Buy |
+4,284
| New | +$369K | 0.03% | 509 |
|
|
2021
Q2 | – | Sell |
-3,321
| Closed | -$778K | – | 2024 |
|
|
2021
Q1 | $778K | Sell |
3,321
-26
| -0.8% | -$6.09K | 0.03% | 484 |
|
|
2020
Q4 | $851K | Buy |
3,347
+2,537
| +313% | +$645K | 0.04% | 368 |
|
|
2020
Q3 | $173K | Sell |
810
-356
| -31% | -$76K | 0.01% | 782 |
|
|
2020
Q2 | $233K | Buy |
1,166
+722
| +163% | +$144K | 0.01% | 668 |
|
|
2020
Q1 | $54K | Sell |
444
-186
| -30% | -$22.6K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $73K | Buy |
630
+534
| +556% | +$61.9K | 0.01% | 1004 |
|
|
2019
Q3 | $9K | Buy |
+96
| New | +$9K | ﹤0.01% | 1571 |
|