AssetMark Inc’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Buy |
587
+577
| +5,770% | +$57.7K | ﹤0.01% | 1514 |
|
|
2025
Q1 | $1.06K | Sell |
10
-4
| -29% | -$422 | ﹤0.01% | 2285 |
|
|
2024
Q4 | $1.11K | Buy |
14
+13
| +1,300% | +$1.03K | ﹤0.01% | 2224 |
|
|
2024
Q3 | $77 | Buy |
+1
| New | +$77 | ﹤0.01% | 2214 |
|
|
2024
Q2 | – | Hold |
0
| – | -$3 | – | 2094 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1923 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$163 | – | 1967 |
|
|
2023
Q3 | $163 | Buy |
+2
| New | +$163 | ﹤0.01% | 1651 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$949 | – | 1647 |
|
|
2023
Q1 | $949 | Buy |
+11
| New | +$949 | ﹤0.01% | 1450 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$1K | – | 1634 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1467 |
|
|
2022
Q2 | $2K | Sell |
22
-3
| -12% | -$273 | ﹤0.01% | 1382 |
|
|
2022
Q1 | $4K | Sell |
25
-5,786
| -100% | -$926K | ﹤0.01% | 1321 |
|
|
2021
Q4 | $1.3M | Buy |
+5,811
| New | +$1.3M | 0.01% | 374 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$8K | – | 1472 |
|
|
2020
Q4 | $8K | Buy |
+32
| New | +$8K | ﹤0.01% | 960 |
|