Summit Securities Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 949 |
|
|
2022
Q4 | – | Sell |
-374
| Closed | -$21K | – | 1058 |
|
|
2022
Q3 | $21K | Buy |
+374
| New | +$21K | ﹤0.01% | 515 |
|
|
2022
Q2 | – | Sell |
-609
| Closed | -$92K | – | 884 |
|
|
2022
Q1 | $92K | Buy |
+609
| New | +$92K | 0.01% | 341 |
|
|
2021
Q2 | – | Sell |
-955
| Closed | -$211K | – | 432 |
|
|
2021
Q1 | $211K | Buy |
+955
| New | +$211K | 0.02% | 228 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 319 |
|