SVB Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,413
| Closed | -$413K | – | 419 |
|
|
2024
Q2 | $413K | Sell |
4,413
-33
| -0.7% | -$3.09K | 0.01% | 468 |
|
|
2024
Q1 | $465K | Sell |
4,446
-175
| -4% | -$18.3K | 0.01% | 498 |
|
|
2023
Q4 | $418K | Sell |
4,621
-105
| -2% | -$9.51K | 0.01% | 535 |
|
|
2023
Q3 | $385K | Sell |
4,726
-279
| -6% | -$22.7K | 0.01% | 525 |
|
|
2023
Q2 | $347K | Sell |
5,005
-227
| -4% | -$15.7K | 0.01% | 610 |
|
|
2023
Q1 | $451K | Buy |
+5,232
| New | +$451K | 0.01% | 561 |
|