Angeles Investment Advisors’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,384
Closed -$326K 215
2024
Q3
$326K Sell
4,384
-545
-11% -$40.5K 0.02% 159
2024
Q2
$461K Buy
4,929
+197
+4% +$18.4K 0.02% 115
2024
Q1
$495K Buy
4,732
+1,169
+33% +$122K 0.03% 120
2023
Q4
$323K Buy
+3,563
New +$323K 0.02% 142