Beacon Pointe Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
74,974
+5,264
| +8% | +$526K | 0.08% | 225 |
|
|
2025
Q1 | $7.33M | Buy |
69,710
+10,788
| +18% | +$1.14M | 0.08% | 217 |
|
|
2024
Q4 | $4.64M | Buy |
58,922
+18,187
| +45% | +$1.43M | 0.05% | 299 |
|
|
2024
Q3 | $3.03M | Buy |
40,735
+2,497
| +7% | +$186K | 0.03% | 390 |
|
|
2024
Q2 | $3.58M | Sell |
38,238
-23,817
| -38% | -$2.23M | 0.04% | 348 |
|
|
2024
Q1 | $6.49M | Buy |
62,055
+752
| +1% | +$78.7K | 0.07% | 243 |
|
|
2023
Q4 | $5.55M | Buy |
61,303
+27,329
| +80% | +$2.47M | 0.07% | 255 |
|
|
2023
Q3 | $2.77M | Buy |
+33,974
| New | +$2.77M | 0.03% | 397 |
|