Wealthfront Advisers’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Sell |
8,478
-333
| -4% | -$33.3K | ﹤0.01% | 715 |
|
2025
Q1 | $927K | Buy |
8,811
+2,211
| +34% | +$233K | ﹤0.01% | 674 |
|
2024
Q4 | $520K | Buy |
6,600
+659
| +11% | +$51.9K | ﹤0.01% | 772 |
|
2024
Q3 | $442K | Sell |
5,941
-16,409
| -73% | -$1.22M | ﹤0.01% | 783 |
|
2024
Q2 | $2.09M | Sell |
22,350
-1,027
| -4% | -$96.1K | 0.01% | 472 |
|
2024
Q1 | $2.45M | Sell |
23,377
-3,320
| -12% | -$347K | 0.01% | 439 |
|
2023
Q4 | $2.42M | Buy |
26,697
+18,490
| +225% | +$1.67M | 0.01% | 415 |
|
2023
Q3 | $669K | Buy |
8,207
+2,523
| +44% | +$206K | ﹤0.01% | 634 |
|
2023
Q2 | $394K | Sell |
5,684
-379
| -6% | -$26.3K | ﹤0.01% | 725 |
|
2023
Q1 | $523K | Sell |
6,063
-861
| -12% | -$74.3K | ﹤0.01% | 651 |
|
2022
Q4 | $473K | Buy |
+6,924
| New | +$473K | ﹤0.01% | 639 |
|
2022
Q3 | – | Sell |
-5,623
| Closed | -$508K | – | 781 |
|
2022
Q2 | $508K | Buy |
5,623
+3,682
| +190% | +$333K | ﹤0.01% | 587 |
|
2022
Q1 | $293K | Buy |
+1,941
| New | +$293K | ﹤0.01% | 714 |
|
2021
Q4 | – | Sell |
-2,974
| Closed | -$706K | – | 770 |
|
2021
Q3 | $706K | Buy |
2,974
+275
| +10% | +$65.3K | ﹤0.01% | 516 |
|
2021
Q2 | $660K | Buy |
+2,699
| New | +$660K | ﹤0.01% | 482 |
|