Stratos Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
6,223
+1,974
| +46% | +$197K | 0.01% | 848 |
|
|
2025
Q1 | $447K | Sell |
4,249
-1,320
| -24% | -$139K | 0.01% | 926 |
|
|
2024
Q4 | $439K | Sell |
5,569
-1,938
| -26% | -$153K | 0.01% | 992 |
|
|
2024
Q3 | $558K | Buy |
7,507
+2,575
| +52% | +$191K | 0.01% | 901 |
|
|
2024
Q2 | $462K | Buy |
4,932
+299
| +6% | +$28K | 0.01% | 932 |
|
|
2024
Q1 | $485K | Buy |
+4,633
| New | +$485K | 0.01% | 908 |
|
|
2022
Q2 | – | Sell |
-2,330
| Closed | -$352K | – | 1268 |
|
|
2022
Q1 | $352K | Sell |
2,330
-1,015
| -30% | -$153K | 0.01% | 931 |
|
|
2021
Q4 | $750K | Sell |
3,345
-130
| -4% | -$29.1K | 0.02% | 658 |
|
|
2021
Q3 | $825K | Buy |
3,475
+3
| +0.1% | +$712 | 0.02% | 581 |
|
|
2021
Q2 | $850K | Buy |
3,472
+108
| +3% | +$26.4K | 0.02% | 585 |
|
|
2021
Q1 | $742K | Sell |
3,364
-234
| -7% | -$51.6K | 0.02% | 588 |
|
|
2020
Q4 | $915K | Sell |
3,598
-54
| -1% | -$13.7K | 0.03% | 472 |
|
|
2020
Q3 | $781K | Buy |
3,652
+136
| +4% | +$29.1K | 0.03% | 475 |
|
|
2020
Q2 | $704K | Buy |
3,516
+7
| +0.2% | +$1.4K | 0.03% | 481 |
|
|
2020
Q1 | $429K | Sell |
3,509
-1,015
| -22% | -$124K | 0.02% | 572 |
|
|
2019
Q4 | $522K | Sell |
4,524
-411
| -8% | -$47.4K | 0.02% | 582 |
|
|
2019
Q3 | $486K | Buy |
4,935
+1,135
| +30% | +$112K | 0.02% | 574 |
|
|
2019
Q2 | $469K | Buy |
3,800
+868
| +30% | +$107K | 0.02% | 591 |
|
|
2019
Q1 | $243K | Buy |
+2,932
| New | +$243K | 0.01% | 794 |
|
|
2018
Q4 | – | Sell |
-2,096
| Closed | -$147K | – | 1966 |
|
|
2018
Q3 | $147K | Buy |
+2,096
| New | +$147K | 0.01% | 959 |
|
|
2018
Q2 | – | Sell |
-40
| Closed | -$2K | – | 2066 |
|
|
2018
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2875 |
|