Sunbelt Securities’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
1,692
+360
| +27% | +$28.4K | 0.01% | 691 |
|
|
2025
Q1 | $140K | Sell |
1,332
-360
| -21% | -$37.9K | 0.01% | 651 |
|
|
2024
Q4 | $135K | Sell |
1,692
-86
| -5% | -$6.85K | 0.01% | 689 |
|
|
2024
Q3 | $132K | Buy |
1,778
+6
| +0.3% | +$446 | 0.01% | 692 |
|
|
2024
Q2 | $166K | Sell |
1,772
-131
| -7% | -$12.3K | 0.02% | 605 |
|
|
2024
Q1 | $199K | Buy |
1,903
+1,439
| +310% | +$151K | 0.02% | 536 |
|
|
2023
Q4 | $42K | Sell |
464
-4
| -0.9% | -$362 | 0.01% | 850 |
|
|
2023
Q3 | $38.1K | Sell |
468
-27
| -5% | -$2.2K | 0.01% | 863 |
|
|
2023
Q2 | $34.3K | Sell |
495
-234
| -32% | -$16.2K | ﹤0.01% | 881 |
|
|
2023
Q1 | $61.5K | Sell |
729
-3,199
| -81% | -$270K | 0.01% | 698 |
|
|
2022
Q4 | $268K | Buy |
3,928
+151
| +4% | +$10.3K | 0.05% | 373 |
|
|
2022
Q3 | $215K | Buy |
3,777
+277
| +8% | +$15.8K | 0.05% | 392 |
|
|
2022
Q2 | $316K | Buy |
3,500
+251
| +8% | +$22.7K | 0.07% | 328 |
|
|
2022
Q1 | $496K | Buy |
3,249
+64
| +2% | +$9.77K | 0.09% | 254 |
|
|
2021
Q4 | $607K | Buy |
3,185
+130
| +4% | +$24.8K | 0.1% | 232 |
|
|
2021
Q3 | $720K | Hold |
3,055
| – | – | 0.13% | 192 |
|
|
2021
Q2 | $720K | Buy |
3,055
+133
| +5% | +$31.3K | 0.13% | 192 |
|
|
2021
Q1 | $644K | Buy |
2,922
+244
| +9% | +$53.8K | 0.13% | 196 |
|
|
2020
Q4 | $681K | Buy |
2,678
+347
| +15% | +$88.2K | 0.14% | 181 |
|
|
2020
Q3 | $527K | Buy |
+2,331
| New | +$527K | 0.15% | 182 |
|
|
2020
Q2 | – | Sell |
-4,708
| Closed | -$590K | – | 355 |
|
|
2020
Q1 | $590K | Buy |
+4,708
| New | +$590K | 0.03% | 205 |
|