B. Metzler seel. Sohn & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $407K | Sell |
4,073
-2,330
| -36% | -$233K | ﹤0.01% | 665 |
|
2025
Q1 | $674K | Buy |
6,403
+2,277
| +55% | +$240K | 0.01% | 597 |
|
2024
Q4 | $325K | Hold |
4,126
| – | – | ﹤0.01% | 696 |
|
2024
Q3 | $307K | Hold |
4,126
| – | – | ﹤0.01% | 711 |
|
2024
Q2 | $386K | Buy |
4,126
+195
| +5% | +$18.3K | ﹤0.01% | 662 |
|
2024
Q1 | $411K | Hold |
3,931
| – | – | ﹤0.01% | 640 |
|
2023
Q4 | $356K | Buy |
3,931
+1,080
| +38% | +$97.8K | ﹤0.01% | 648 |
|
2023
Q3 | $232K | Sell |
2,851
-1,159
| -29% | -$94.5K | ﹤0.01% | 685 |
|
2023
Q2 | $278K | Hold |
4,010
| – | – | ﹤0.01% | 659 |
|
2023
Q1 | $346K | Sell |
4,010
-1,465
| -27% | -$126K | 0.01% | 603 |
|
2022
Q4 | $374K | Buy |
5,475
+550
| +11% | +$37.6K | 0.01% | 598 |
|
2022
Q3 | $280K | Buy |
4,925
+650
| +15% | +$37K | 0.01% | 650 |
|
2022
Q2 | $386K | Sell |
4,275
-5,525
| -56% | -$499K | 0.01% | 599 |
|
2022
Q1 | $1.48M | Buy |
9,800
+1,542
| +19% | +$233K | 0.02% | 398 |
|
2021
Q4 | $1.86M | Buy |
8,258
+3,170
| +62% | +$714K | 0.02% | 338 |
|
2021
Q3 | $1.21M | Buy |
5,088
+160
| +3% | +$38K | 0.02% | 402 |
|
2021
Q2 | $1.21M | Buy |
4,928
+1,688
| +52% | +$413K | 0.02% | 392 |
|
2021
Q1 | $714K | Sell |
3,240
-568
| -15% | -$125K | 0.01% | 484 |
|
2020
Q4 | $1.07M | Buy |
+3,808
| New | +$1.07M | 0.02% | 384 |
|