Sutton Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.26K | Hold |
40
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $2.77K | Hold |
40
| – | – | ﹤0.01% | 655 |
|
|
2023
Q1 | $3.45K | Sell |
40
-238
| -86% | -$20.5K | ﹤0.01% | 566 |
|
|
2022
Q4 | $19K | Buy |
278
+266
| +2,217% | +$18.2K | 0.01% | 714 |
|
|
2022
Q3 | $682 | Sell |
12
-1,329
| -99% | -$75.5K | ﹤0.01% | 1401 |
|
|
2022
Q2 | $121K | Buy |
1,341
+679
| +103% | +$61.4K | 0.05% | 218 |
|
|
2022
Q1 | $99.9K | Sell |
662
-3
| -0.5% | -$453 | 0.03% | 249 |
|
|
2021
Q4 | $149K | Hold |
665
| – | – | 0.05% | 210 |
|
|
2021
Q3 | $158K | Hold |
665
| – | – | 0.06% | 198 |
|
|
2021
Q2 | $163K | Buy |
665
+3
| +0.5% | +$734 | 0.06% | 197 |
|
|
2021
Q1 | $146K | Hold |
662
| – | – | 0.06% | 203 |
|
|
2020
Q4 | $168K | Hold |
662
| – | – | 0.07% | 176 |
|
|
2020
Q3 | $142K | Hold |
662
| – | – | 0.07% | 176 |
|
|
2020
Q2 | $133K | Hold |
662
| – | – | 0.07% | 183 |
|
|
2020
Q1 | $80.9K | Buy |
+662
| New | +$80.9K | 0.05% | 209 |
|