Baker Avenue Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,259
| Closed | -$238K | – | 517 |
|
|
2025
Q1 | $238K | Buy |
+2,259
| New | +$238K | 0.01% | 405 |
|
|
2024
Q2 | – | Sell |
-525,379
| Closed | -$565K | – | 382 |
|
|
2024
Q1 | $565K | Buy |
525,379
+284
| +0.1% | +$305 | 0.02% | 251 |
|
|
2023
Q4 | $534K | Buy |
525,095
+38
| +0% | +$39 | 0.02% | 247 |
|
|
2023
Q3 | $530K | Buy |
525,057
+55
| +0% | +$55 | 0.03% | 255 |
|
|
2023
Q2 | $525K | Sell |
525,002
-10
| -0% | -$10 | 0.03% | 260 |
|
|
2023
Q1 | $526K | Sell |
525,012
-27
| -0% | -$27 | 0.03% | 253 |
|
|
2022
Q4 | $528K | Buy |
525,039
+33
| +0% | +$33 | 0.03% | 237 |
|
|
2022
Q3 | $525K | Sell |
525,006
-25
| -0% | -$25 | 0.03% | 224 |
|
|
2022
Q2 | $528K | Buy |
525,031
+14
| +0% | +$14 | 0.03% | 206 |
|
|
2022
Q1 | $528K | Buy |
525,017
+521,146
| +13,463% | +$524K | 0.03% | 208 |
|
|
2021
Q4 | $868K | Sell |
3,871
-10
| -0.3% | -$2.24K | 0.04% | 176 |
|
|
2021
Q3 | $921K | Sell |
3,881
-135
| -3% | -$32K | 0.05% | 145 |
|
|
2021
Q2 | $982K | Buy |
+4,016
| New | +$982K | 0.06% | 144 |
|