Bank of Montreal’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
153,077
+19,127
| +14% | +$1.91M | 0.01% | 750 |
|
|
2025
Q1 | $14.1M | Sell |
133,950
-19,699
| -13% | -$2.07M | 0.01% | 756 |
|
|
2024
Q4 | $12.1M | Sell |
153,649
-105,407
| -41% | -$8.31M | 0.01% | 827 |
|
|
2024
Q3 | $19.2M | Buy |
259,056
+28,009
| +12% | +$2.07M | 0.01% | 750 |
|
|
2024
Q2 | $21.7M | Buy |
231,047
+85,235
| +58% | +$8.01M | 0.01% | 692 |
|
|
2024
Q1 | $16.3M | Buy |
145,812
+7,703
| +6% | +$859K | ﹤0.01% | 745 |
|
|
2023
Q4 | $12.6M | Buy |
138,109
+490
| +0.4% | +$44.9K | ﹤0.01% | 822 |
|
|
2023
Q3 | $12M | Sell |
137,619
-246,793
| -64% | -$21.5M | ﹤0.01% | 807 |
|
|
2023
Q2 | $29.1M | Buy |
384,412
+242,238
| +170% | +$18.4M | 0.01% | 543 |
|
|
2023
Q1 | $12.3M | Buy |
142,174
+1,116
| +0.8% | +$96.4K | ﹤0.01% | 797 |
|
|
2022
Q4 | $9.64M | Sell |
141,058
-84,340
| -37% | -$5.76M | ﹤0.01% | 871 |
|
|
2022
Q3 | $14.7K | Buy |
225,398
+78,398
| +53% | +$5.1K | 0.01% | 703 |
|
|
2022
Q2 | $14.7K | Buy |
147,000
+7,764
| +6% | +$777 | 0.01% | 747 |
|
|
2022
Q1 | $21.3M | Sell |
139,236
-58,413
| -30% | -$8.93M | 0.01% | 665 |
|
|
2021
Q4 | $44.7M | Sell |
197,649
-14,206
| -7% | -$3.21M | 0.02% | 462 |
|
|
2021
Q3 | $50.4M | Buy |
211,855
+93,873
| +80% | +$22.3M | 0.02% | 505 |
|
|
2021
Q2 | $29.3M | Buy |
117,982
+5,553
| +5% | +$1.38M | 0.01% | 682 |
|
|
2021
Q1 | $26.8M | Sell |
112,429
-57,369
| -34% | -$13.7M | 0.02% | 539 |
|
|
2020
Q4 | $42.8M | Sell |
169,798
-12,807
| -7% | -$3.23M | 0.03% | 427 |
|
|
2020
Q3 | $42.5M | Buy |
182,605
+30,957
| +20% | +$7.2M | 0.04% | 354 |
|
|
2020
Q2 | $33.8M | Buy |
151,648
+115,592
| +321% | +$25.8M | 0.03% | 404 |
|
|
2020
Q1 | $4.18M | Sell |
36,056
-21,902
| -38% | -$2.54M | ﹤0.01% | 977 |
|
|
2019
Q4 | $6.69M | Buy |
57,958
+17,277
| +42% | +$1.99M | 0.01% | 1044 |
|
|
2019
Q3 | $4.01M | Buy |
40,681
+24,304
| +148% | +$2.39M | ﹤0.01% | 1125 |
|
|
2019
Q2 | $2.02M | Buy |
16,377
+664
| +4% | +$82K | ﹤0.01% | 1434 |
|
|
2019
Q1 | $1.3M | Sell |
15,713
-281,668
| -95% | -$23.3M | ﹤0.01% | 1658 |
|
|
2018
Q4 | $19M | Buy |
297,381
+272,202
| +1,081% | +$17.4M | 0.02% | 544 |
|
|
2018
Q3 | $1.77M | Buy |
25,179
+2,528
| +11% | +$178K | ﹤0.01% | 1577 |
|
|
2018
Q2 | $1.14M | Buy |
22,651
+6,934
| +44% | +$349K | ﹤0.01% | 1754 |
|
|
2018
Q1 | $626K | Buy |
15,717
+3,091
| +24% | +$123K | ﹤0.01% | 1963 |
|
|
2017
Q4 | $323K | Buy |
+12,626
| New | +$323K | ﹤0.01% | 2245 |
|