Achmea Investment Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,583
| Closed | -$204K | – | 392 |
|
|
2024
Q4 | $204K | Sell |
2,583
-27,395
| -91% | -$2.12M | ﹤0.01% | 392 |
|
|
2024
Q3 | $2.23M | Buy |
29,978
+2,583
| +9% | +$226K | 0.04% | 297 |
|
|
2024
Q2 | $2.56M | Buy |
27,395
+22,490
| +459% | +$2.13M | 0.05% | 286 |
|
|
2024
Q1 | $513K | Hold |
4,905
| – | – | 0.01% | 405 |
|
|
2023
Q4 | $444K | Sell |
4,905
-3,518
| -42% | -$268K | 0.01% | 457 |
|
|
2023
Q3 | $686K | Sell |
8,423
-202
| -2% | -$15.3K | 0.02% | 423 |
|
|
2023
Q2 | $598K | Buy |
8,625
+3,518
| +69% | +$267K | 0.01% | 476 |
|
|
2023
Q1 | $440K | Hold |
5,107
| – | – | 0.01% | 472 |
|
|
2022
Q4 | $327K | Hold |
5,107
| – | – | 0.01% | 518 |
|
|
2022
Q3 | $290K | Hold |
5,107
| – | – | 0.01% | 537 |
|
|
2022
Q2 | $462K | Hold |
5,107
| – | – | 0.01% | 501 |
|
|
2022
Q1 | $771K | Buy |
+5,107
| New | +$915K | 0.02% | 481 |
|
|
2021
Q4 | – | Sell |
-10,223
| Closed | -$2.43M | – | 488 |
|
|
2021
Q3 | $2.43M | Buy |
10,223
+202
| +2% | +$50.2K | 0.07% | 307 |
|
|
2021
Q2 | $2.45M | Hold |
10,021
| – | – | 0.08% | 282 |
|
|
2021
Q1 | $2.21M | Hold |
10,021
| – | – | 0.08% | 305 |
|
|
2020
Q4 | $2.55M | Hold |
10,021
| – | – | 0.09% | 266 |
|
|
2020
Q3 | $2.14M | Buy |
+10,021
| New | +$2.09M | 0.09% | 255 |
|
|
2020
Q2 | – | Sell |
-20,786
| Closed | -$2.54M | – | 317 |
|
|
2020
Q1 | $2.54M | Buy |
20,786
+10,765
| +107% | +$1.35M | 0.12% | 137 |
|
|
2019
Q4 | $1.16M | Hold |
10,021
| – | – | 0.04% | 342 |
|
|
2019
Q3 | $987K | Hold |
10,021
| – | – | 0.04% | 364 |
|
|
2019
Q2 | $1.24M | Buy |
+10,021
| New | +$1.09M | 0.05% | 347 |
|
Other funds holding OKTA
WRCM