Atria Investments’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
3,954
-1,073
| -21% | -$107K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $529K | Buy |
5,027
+563
| +13% | +$59.2K | 0.01% | 1327 |
|
|
2024
Q4 | $352K | Buy |
+4,464
| New | +$352K | ﹤0.01% | 1506 |
|
|
2024
Q3 | – | Sell |
-2,941
| Closed | -$275K | – | 2009 |
|
|
2024
Q2 | $275K | Buy |
+2,941
| New | +$275K | ﹤0.01% | 1641 |
|
|
2020
Q4 | – | Sell |
-20,467
| Closed | -$4.38M | – | 690 |
|
|
2020
Q3 | $4.38M | Sell |
20,467
-3,670
| -15% | -$785K | 0.13% | 179 |
|
|
2020
Q2 | $4.83M | Buy |
+24,137
| New | +$4.83M | 0.17% | 147 |
|