Valeo 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 | – | Sell |
-2,104
| Closed | -$221K | – | 774 |
|
|
2025
Q1 | $221K | Buy |
+2,104
| New | +$221K | 0.01% | 613 |
|
|
2021
Q2 | – | Sell |
-244
| Closed | -$54K | – | 1296 |
|
|
2021
Q1 | $54K | Sell |
244
-71
| -23% | -$15.7K | ﹤0.01% | 806 |
|
|
2020
Q4 | $80K | Sell |
315
-7
| -2% | -$1.78K | ﹤0.01% | 616 |
|
|
2020
Q3 | $69K | Sell |
322
-1,075
| -77% | -$230K | 0.01% | 546 |
|
|
2020
Q2 | $280K | Buy |
1,397
+1,025
| +276% | +$205K | 0.03% | 260 |
|
|
2020
Q1 | $48K | Sell |
372
-178
| -32% | -$23K | 0.01% | 598 |
|
|
2019
Q4 | $63K | Buy |
550
+237
| +76% | +$27.1K | 0.01% | 561 |
|
|
2019
Q3 | $31K | Buy |
313
+75
| +32% | +$7.43K | ﹤0.01% | 722 |
|
|
2019
Q2 | $29K | Buy |
238
+131
| +122% | +$16K | ﹤0.01% | 743 |
|
|
2019
Q1 | $9K | Hold |
107
| – | – | ﹤0.01% | 992 |
|
|
2018
Q4 | $7K | Hold |
107
| – | – | ﹤0.01% | 975 |
|
|
2018
Q3 | $6K | Sell |
107
-60
| -36% | -$3.36K | ﹤0.01% | 1130 |
|
|
2018
Q2 | $9K | Buy |
167
+107
| +178% | +$5.77K | ﹤0.01% | 968 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1339 |
|
|
2017
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1192 |
|