United Capital Financial Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
3,286
-158
| -5% | -$15.8K | ﹤0.01% | 886 |
|
|
2025
Q1 | $362K | Buy |
3,444
+87
| +3% | +$9.15K | ﹤0.01% | 828 |
|
|
2024
Q4 | $265K | Sell |
3,357
-279
| -8% | -$22K | ﹤0.01% | 915 |
|
|
2024
Q3 | $270K | Buy |
3,636
+702
| +24% | +$52.2K | ﹤0.01% | 914 |
|
|
2024
Q2 | $275K | Sell |
2,934
-43
| -1% | -$4.03K | ﹤0.01% | 879 |
|
|
2024
Q1 | $311K | Sell |
2,977
-205
| -6% | -$21.4K | ﹤0.01% | 858 |
|
|
2023
Q4 | $288K | Buy |
+3,182
| New | +$288K | ﹤0.01% | 886 |
|
|
2022
Q2 | – | Sell |
-6,971
| Closed | -$1.05M | – | 1170 |
|
|
2022
Q1 | $1.05M | Sell |
6,971
-1,796
| -20% | -$271K | 0.01% | 657 |
|
|
2021
Q4 | $1.97M | Sell |
8,767
-357
| -4% | -$80K | 0.01% | 542 |
|
|
2021
Q3 | $2.17M | Buy |
9,124
+5,784
| +173% | +$1.37M | 0.01% | 509 |
|
|
2021
Q2 | $817K | Buy |
3,340
+3
| +0.1% | +$734 | ﹤0.01% | 743 |
|
|
2021
Q1 | $736K | Sell |
3,337
-580
| -15% | -$128K | ﹤0.01% | 745 |
|
|
2020
Q4 | $996K | Buy |
3,917
+1,444
| +58% | +$367K | 0.01% | 671 |
|
|
2020
Q3 | $529K | Sell |
2,473
-4,178
| -63% | -$894K | ﹤0.01% | 817 |
|
|
2020
Q2 | $1.33M | Sell |
6,651
-259
| -4% | -$51.9K | 0.01% | 590 |
|
|
2020
Q1 | $845K | Sell |
6,910
-1,043
| -13% | -$128K | 0.01% | 671 |
|
|
2019
Q4 | $918K | Buy |
7,953
+497
| +7% | +$57.4K | 0.01% | 804 |
|
|
2019
Q3 | $734K | Sell |
7,456
-1,039
| -12% | -$102K | 0.01% | 830 |
|
|
2019
Q2 | $1.05M | Buy |
+8,495
| New | +$1.05M | 0.01% | 789 |
|