TD Private Client Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8K | Sell |
468
-93
| -17% | -$9.3K | ﹤0.01% | 855 |
|
|
2025
Q1 | $59K | Buy |
561
+92
| +20% | +$9.68K | ﹤0.01% | 784 |
|
|
2024
Q4 | $37K | Buy |
469
+456
| +3,508% | +$35.9K | ﹤0.01% | 878 |
|
|
2024
Q3 | $966 | Hold |
13
| – | – | ﹤0.01% | 1237 |
|
|
2024
Q2 | $1.22K | Sell |
13
-1
| -7% | -$94 | ﹤0.01% | 1161 |
|
|
2024
Q1 | $1.47K | Buy |
+14
| New | +$1.47K | ﹤0.01% | 1151 |
|
|
2022
Q2 | – | Sell |
-86
| Closed | -$13K | – | 1272 |
|
|
2022
Q1 | $13K | Buy |
+86
| New | +$13K | ﹤0.01% | 1014 |
|
|
2021
Q4 | – | Sell |
-12
| Closed | -$2.85K | – | 1242 |
|
|
2021
Q3 | $2.85K | Hold |
12
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q2 | $2.94K | Hold |
12
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q1 | $2.65K | Hold |
12
| – | – | ﹤0.01% | 983 |
|
|
2020
Q4 | $3.05K | Hold |
12
| – | – | ﹤0.01% | 923 |
|
|
2020
Q3 | $2.57K | Hold |
12
| – | – | ﹤0.01% | 896 |
|
|
2020
Q2 | $2.4K | Buy |
12
+3
| +33% | +$601 | ﹤0.01% | 898 |
|
|
2020
Q1 | $1.1K | Buy |
9
+1
| +13% | +$122 | ﹤0.01% | 926 |
|
|
2019
Q4 | $923 | Buy |
+8
| New | +$923 | ﹤0.01% | 953 |
|