Barton Investment 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 | $25.2M | Sell |
252,062
-6,586
| -3% | -$658K | 2.61% | 9 |
|
|
2025
Q1 | $27.2M | Sell |
258,648
-2,096
| -0.8% | -$221K | 3.34% | 8 |
|
|
2024
Q4 | $20.5M | Sell |
260,744
-21,894
| -8% | -$1.73M | 2.18% | 8 |
|
|
2024
Q3 | $21M | Sell |
282,638
-4,517
| -2% | -$336K | 2.63% | 9 |
|
|
2024
Q2 | $26.9M | Sell |
287,155
-18,990
| -6% | -$1.78M | 3.58% | 8 |
|
|
2024
Q1 | $32M | Buy |
306,145
+7,404
| +2% | +$775K | 3.89% | 8 |
|
|
2023
Q4 | $27M | Buy |
298,741
+18,126
| +6% | +$1.64M | 3.55% | 8 |
|
|
2023
Q3 | $22.9M | Buy |
280,615
+11,685
| +4% | +$952K | 3.69% | 8 |
|
|
2023
Q2 | $18.7M | Buy |
268,930
+19,305
| +8% | +$1.34M | 2.8% | 10 |
|
|
2023
Q1 | $21.5M | Buy |
249,625
+4,928
| +2% | +$425K | 3.79% | 9 |
|
|
2022
Q4 | $16.7M | Buy |
244,697
+37,978
| +18% | +$2.6M | 3.29% | 9 |
|
|
2022
Q3 | $11.8M | Buy |
206,719
+5,195
| +3% | +$295K | 2.39% | 11 |
|
|
2022
Q2 | $18.2M | Buy |
201,524
+11,043
| +6% | +$998K | 3.68% | 10 |
|
|
2022
Q1 | $28.8M | Buy |
190,481
+4,330
| +2% | +$654K | 3.64% | 10 |
|
|
2021
Q4 | $41.7M | Buy |
186,151
+1,422
| +0.8% | +$319K | 3.62% | 6 |
|
|
2021
Q3 | $43.8M | Buy |
184,729
+2,883
| +2% | +$684K | 3.67% | 8 |
|
|
2021
Q2 | $44.5M | Buy |
181,846
+4,398
| +2% | +$1.08M | 3.65% | 8 |
|
|
2021
Q1 | $39.1M | Buy |
177,448
+8,172
| +5% | +$1.8M | 3.64% | 7 |
|
|
2020
Q4 | $43M | Buy |
169,276
+5,021
| +3% | +$1.28M | 3.69% | 7 |
|
|
2020
Q3 | $35.1M | Buy |
164,255
+12,998
| +9% | +$2.78M | 3.37% | 8 |
|
|
2020
Q2 | $30.3M | Buy |
151,257
+22,684
| +18% | +$4.54M | 3.08% | 11 |
|
|
2020
Q1 | $15.7M | Buy |
128,573
+121,652
| +1,758% | +$14.9M | 2.44% | 10 |
|
|
2019
Q4 | $798K | Buy |
+6,921
| New | +$798K | 0.12% | 27 |
|