Steward Partners Investment Advisory’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
2,238
+113
| +5% | +$11.3K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $224K | Buy |
2,125
+291
| +16% | +$30.6K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $145K | Buy |
1,834
+232
| +14% | +$18.3K | ﹤0.01% | 1785 |
|
|
2024
Q3 | $119K | Buy |
1,602
+83
| +5% | +$6.17K | ﹤0.01% | 1792 |
|
|
2024
Q2 | $142K | Buy |
1,519
+601
| +65% | +$56.3K | ﹤0.01% | 1610 |
|
|
2024
Q1 | $96K | Sell |
918
-24,596
| -96% | -$2.57M | ﹤0.01% | 1789 |
|
|
2023
Q4 | $2.31M | Buy |
25,514
+24,874
| +3,887% | +$2.25M | 0.03% | 464 |
|
|
2023
Q3 | $52.2K | Sell |
640
-667
| -51% | -$54.4K | ﹤0.01% | 1891 |
|
|
2023
Q2 | $90.6K | Buy |
1,307
+811
| +164% | +$56.2K | ﹤0.01% | 1624 |
|
|
2023
Q1 | $42.8K | Sell |
496
-180
| -27% | -$15.5K | ﹤0.01% | 1926 |
|
|
2022
Q4 | $46.2K | Sell |
676
-440
| -39% | -$30.1K | ﹤0.01% | 1867 |
|
|
2022
Q3 | $63K | Buy |
1,116
+170
| +18% | +$9.6K | ﹤0.01% | 1685 |
|
|
2022
Q2 | $86K | Buy |
946
+64
| +7% | +$5.82K | ﹤0.01% | 1559 |
|
|
2022
Q1 | $133K | Buy |
882
+163
| +23% | +$24.6K | ﹤0.01% | 1483 |
|
|
2021
Q4 | $161K | Sell |
719
-8,567
| -92% | -$1.92M | ﹤0.01% | 1400 |
|
|
2021
Q3 | $2.2M | Buy |
9,286
+8,554
| +1,169% | +$2.03M | 0.04% | 429 |
|
|
2021
Q2 | $179K | Sell |
732
-224
| -23% | -$54.8K | ﹤0.01% | 1619 |
|
|
2021
Q1 | $211K | Buy |
956
+84
| +10% | +$18.5K | ﹤0.01% | 1277 |
|
|
2020
Q4 | $222K | Sell |
872
-189
| -18% | -$48.1K | ﹤0.01% | 1026 |
|
|
2020
Q3 | $227K | Buy |
1,061
+655
| +161% | +$140K | 0.01% | 899 |
|
|
2020
Q2 | $81K | Sell |
406
-31
| -7% | -$6.19K | ﹤0.01% | 1233 |
|
|
2020
Q1 | $53K | Sell |
437
-145
| -25% | -$17.6K | ﹤0.01% | 1237 |
|
|
2019
Q4 | $67K | Sell |
582
-145
| -20% | -$16.7K | ﹤0.01% | 1278 |
|
|
2019
Q3 | $71K | Sell |
727
-115
| -14% | -$11.2K | ﹤0.01% | 1213 |
|
|
2019
Q2 | $103K | Buy |
+842
| New | +$103K | ﹤0.01% | 1043 |
|
|
2018
Q4 | – | Sell |
-962
| Closed | -$68K | – | 1704 |
|
|
2018
Q3 | $68K | Sell |
962
-675
| -41% | -$47.7K | ﹤0.01% | 1072 |
|
|
2018
Q2 | $82K | Buy |
1,637
+1,437
| +719% | +$72K | ﹤0.01% | 914 |
|
|
2018
Q1 | $7K | Sell |
200
-200
| -50% | -$7K | ﹤0.01% | 1696 |
|
|
2017
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 1350 |
|
|
2017
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q2 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 1078 |
|