Bank Julius Baer & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-181
| Closed | -$15.8K | – | 659 |
|
|
2024
Q4 | $15.8K | Buy |
181
+12
| +7% | +$1.05K | ﹤0.01% | 601 |
|
|
2024
Q3 | $14.9K | Sell |
169
-11
| -6% | -$968 | ﹤0.01% | 496 |
|
|
2024
Q2 | $18.7K | Sell |
180
-20
| -10% | -$2.08K | ﹤0.01% | 470 |
|
|
2024
Q1 | $20.9K | Hold |
200
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $18.1K | Sell |
200
-2
| -1% | -$181 | ﹤0.01% | 511 |
|
|
2023
Q3 | $17K | Buy |
202
+6
| +3% | +$505 | ﹤0.01% | 494 |
|
|
2023
Q2 | $14K | Sell |
196
-4
| -2% | -$286 | ﹤0.01% | 535 |
|
|
2023
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $14K | Buy |
200
+52
| +35% | +$3.64K | ﹤0.01% | 546 |
|
|
2022
Q3 | $8K | Sell |
148
-2
| -1% | -$108 | ﹤0.01% | 551 |
|
|
2022
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $23K | Sell |
150
-172
| -53% | -$26.4K | ﹤0.01% | 552 |
|
|
2021
Q4 | $72K | Hold |
322
| – | – | ﹤0.01% | 627 |
|
|
2021
Q3 | $76K | Sell |
322
-1
| -0.3% | -$236 | ﹤0.01% | 646 |
|
|
2021
Q2 | $79K | Sell |
323
-201
| -38% | -$49.2K | ﹤0.01% | 655 |
|
|
2021
Q1 | $115K | Sell |
524
-2,650
| -83% | -$582K | ﹤0.01% | 611 |
|
|
2020
Q4 | $807K | Sell |
3,174
-6,039
| -66% | -$1.54M | 0.01% | 382 |
|
|
2020
Q3 | $1.97M | Buy |
9,213
+1,835
| +25% | +$392K | 0.02% | 228 |
|
|
2020
Q2 | $1.48M | Sell |
7,378
-2,676
| -27% | -$536K | 0.02% | 228 |
|
|
2020
Q1 | $1.23M | Buy |
+10,054
| New | +$1.23M | 0.03% | 201 |
|