Strategic Planning Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,421
| Closed | -$2.04M | – | 84 |
|
|
2024
Q3 | $2.04M | Buy |
27,421
+2,088
| +8% | +$155K | 0.4% | 66 |
|
|
2024
Q2 | $2.37M | Buy |
25,333
+3,593
| +17% | +$336K | 0.52% | 63 |
|
|
2024
Q1 | $2.27M | Buy |
21,740
+935
| +4% | +$97.8K | 0.57% | 58 |
|
|
2023
Q4 | $1.88M | Buy |
+20,805
| New | +$1.88M | 0.62% | 60 |
|