American Trust’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
+4,891
| New | +$489K | 0.05% | 163 |
|
|
2025
Q1 | – | Sell |
-6,384
| Closed | -$503K | – | 239 |
|
|
2024
Q4 | $503K | Sell |
6,384
-170
| -3% | -$13.4K | 0.04% | 169 |
|
|
2024
Q3 | $487K | Sell |
6,554
-568
| -8% | -$42.2K | 0.04% | 138 |
|
|
2024
Q2 | $667K | Buy |
7,122
+3,865
| +119% | +$362K | 0.05% | 108 |
|
|
2024
Q1 | $341K | Sell |
3,257
-27
| -0.8% | -$2.83K | 0.03% | 180 |
|
|
2023
Q4 | $297K | Sell |
3,284
-509
| -13% | -$46.1K | 0.02% | 210 |
|
|
2023
Q3 | $309K | Buy |
+3,793
| New | +$309K | 0.02% | 208 |
|
|
2023
Q2 | – | Sell |
-3,581
| Closed | -$309K | – | 458 |
|
|
2023
Q1 | $309K | Buy |
+3,581
| New | +$309K | 0.02% | 296 |
|
|
2022
Q3 | – | Sell |
-4,792
| Closed | -$433K | – | 456 |
|
|
2022
Q2 | $433K | Sell |
4,792
-2,870
| -37% | -$259K | 0.03% | 242 |
|
|
2022
Q1 | $1.16M | Buy |
7,662
+6,584
| +611% | +$994K | 0.08% | 138 |
|
|
2021
Q4 | $242K | Buy |
+1,078
| New | +$242K | 0.02% | 298 |
|