American Trust’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $409K | Sell |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $242K | Buy |
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