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Sowell Financial Services’s Okta OKTA Stock Holding History

Sowell Financial Services’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,284
Closed -$369K – 746
2023
Q1 		$369K Buy
+4,284
New +$326K 0.03% 509
2021
Q2 		– Sell
-3,321
Closed -$778K – 2023
2021
Q1 		$778K Sell
3,321
-26
-0.8% -$6.53K 0.03% 484
2020
Q4 		$851K Buy
3,347
+2,537
+313% +$603K 0.04% 368
2020
Q3 		$173K Sell
810
-356
-31% -$74.2K 0.01% 782
2020
Q2 		$233K Buy
1,166
+722
+163% +$123K 0.01% 668
2020
Q1 		$54K Sell
444
-186
-30% -$23.3K ﹤0.01% 1031
2019
Q4 		$73K Buy
630
+534
+556% +$61.5K 0.01% 1004
2019
Q3 		$9K Buy
+96
New +$12K ﹤0.01% 1571

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