Baird Financial Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Sell |
9,118
-5,457
| -37% | -$546K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $1.53M | Buy |
+14,575
| New | +$1.53M | ﹤0.01% | 1049 |
|
|
2024
Q3 | – | Sell |
-2,967
| Closed | -$278K | – | 1805 |
|
|
2024
Q2 | $278K | Buy |
2,967
+62
| +2% | +$5.8K | ﹤0.01% | 1582 |
|
|
2024
Q1 | $304K | Buy |
+2,905
| New | +$304K | ﹤0.01% | 1546 |
|
|
2023
Q2 | – | Sell |
-15,347
| Closed | -$1.32M | – | 1734 |
|
|
2023
Q1 | $1.32M | Sell |
15,347
-255
| -2% | -$22K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $1.07M | Sell |
15,602
-2,211
| -12% | -$151K | ﹤0.01% | 1052 |
|
|
2022
Q3 | $1.01M | Buy |
17,813
+513
| +3% | +$29.2K | ﹤0.01% | 1051 |
|
|
2022
Q2 | $1.56M | Sell |
17,300
-1,314
| -7% | -$119K | ﹤0.01% | 939 |
|
|
2022
Q1 | $2.81M | Sell |
18,614
-34
| -0.2% | -$5.14K | 0.01% | 779 |
|
|
2021
Q4 | $4.18M | Buy |
18,648
+288
| +2% | +$64.6K | 0.01% | 664 |
|
|
2021
Q3 | $4.36M | Buy |
18,360
+802
| +5% | +$190K | 0.01% | 650 |
|
|
2021
Q2 | $4.3M | Sell |
17,558
-1,224
| -7% | -$299K | 0.01% | 645 |
|
|
2021
Q1 | $4.14M | Buy |
18,782
+2,489
| +15% | +$549K | 0.01% | 635 |
|
|
2020
Q4 | $4.14M | Buy |
16,293
+125
| +0.8% | +$31.8K | 0.01% | 595 |
|
|
2020
Q3 | $3.46M | Sell |
16,168
-100
| -0.6% | -$21.4K | 0.01% | 594 |
|
|
2020
Q2 | $3.26M | Buy |
16,268
+13,603
| +510% | +$2.72M | 0.01% | 595 |
|
|
2020
Q1 | $326K | Buy |
2,665
+397
| +18% | +$48.6K | ﹤0.01% | 1189 |
|
|
2019
Q4 | $262K | Sell |
2,268
-170
| -7% | -$19.6K | ﹤0.01% | 1372 |
|
|
2019
Q3 | $240K | Buy |
2,438
+100
| +4% | +$9.84K | ﹤0.01% | 1388 |
|
|
2019
Q2 | $289K | Buy |
+2,338
| New | +$289K | ﹤0.01% | 1345 |
|